Kevin Rowe
Kevin Rowe is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in North Bethesda, MD, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
11810 Grand Park Ave, North Bethesda, MD, 20852
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Regulatory History (2)
Customer Dispute
February 2009Customer Dispute
October 2008Other Business Activities
Kevin is a committee member overseeing the 401k plan for Columbia Country Club since 2019. He dedicates minimal time annually to this non-profit organization and does not act as an investment advisor or have access to accounts or participant statements.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Dean Witter Reynolds INC.Broker
State Registrations46 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.