KM
KM

Kennedy Mayweather

3 Years of Experience
Clayton, MO
Broker

Kennedy Mayweather is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Clayton, MO, with 3 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

7676 Forsyth Blvd, Clayton, MO, 63105

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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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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2024 - Present · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Wells Fargo Advisors
September 2023 - October 2024 · 1 yr 1 mo
Wells Fargo Clearing Services, LLCBroker
August 2023 - October 2024 · 1 yr 2 mos
TD Ameritrade, INC.Broker
September 2022 - June 2023 · 9 mos
State Registrations11 states
ARFLIAILKSKYMONEOKTNTX
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.
Kennedy Mayweather - Financial Advisor | TrueAdvisor