KW
KW

Kenrick Whyte

28 Years of Experience
Fort Lauderdale, FL
2 DisclosuresBroker

Kenrick Whyte is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Fort Lauderdale, FL, with 28 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

401 E Las Olas Blvd, Fort Lauderdale, FL, 33301

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2007
Denied
Customer Dispute
January 2002
Pending
Other Business Activities

Kenrick is a board member and committee member for Saint Andrew's School, a private school in Boca Raton, Florida. He dedicates minimal time monthly to these roles, focusing on the physical plant and finance committees.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2005 - Present · 20 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - Present · 20 yrs 9 mos
Previous Registrations
Morgan Stanley
June 2002 - August 2005 · 3 yrs 2 mos
Morgan Stanley Dw INC.Broker
May 2002 - August 2005 · 3 yrs 3 mos
J.B. Oxford & CompanyBroker
June 1998 - April 2002 · 3 yrs 10 mos
The Hamilton-Shea Group, INC.Broker
January 1998 - June 1998 · 5 mos
State Registrations19 states
AZCADCFLGAILKSLAMDMINCNJNVNYSCTNTXVAWA
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.