KV
KV

Kerry Vetter

26 Years of Experience
Frontenac, MO
Broker

Kerry Vetter is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Frontenac, MO, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

1630 S Lindbergh Blvd, Frontenac, MO, 63131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kerry is a General Partner/Managing Member of KTV Coastal Ventures LLC, a real estate investment venture, since December 2024. This activity takes about 10-20% of Kerry's time.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2009 - Present · 16 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
Legagroup, LLC
March 2009 - June 2009 · 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 2000 - March 2007 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1997 - March 2007 · 9 yrs 6 mos
Goldman, Sachs & CO.Broker
October 1996 - December 1996 · 2 mos
State Registrations24 states
AZCACODCDEFLGAIAILKSMAMIMNMONCNJNYORPASCTXVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.