KH
KH

Kyle Holloway

9 Years of Experience
New York, NY
1 DisclosureBroker

Kyle Holloway is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in New York, NY, with 9 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

One Bryant Park, New York, NY, 10036

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History

Regulatory History (1)
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Criminal
September 2008
Final Disposition
Other Business Activities

Kyle works as an Intelligence Analyst for the South Carolina State Guard, dedicating a few hours per week to this role. The SC State Guard is the State's authorized and funded militia, providing support to the SCNG.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2017 - Present · 9 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2016 - Present · 9 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2016 - Present · 9 yrs 5 mos
State Registrations4 states
CONCSCTX
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.