Thomas Kikly
Thomas Kikly is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Jacksonville, FL, with 20 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
9000 Southside Blvd, Ci Client Management, Jacksonville, FL, 32256
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
PNC Investments
PNC InvestmentsBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Morgan Stanley Dw INC.Broker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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