Kevin Holt (CRD# 7623999) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wantagh, NY and has 1 year of experience in the finance industry.
CRD# 4658014
Northwestern Mutual Investment Services,llc
CRD# 5336896
Cetera Investment Advisers LLC
CRD# 2637653
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Wantagh, NY | Nov 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wantagh, NY | Aug 2022 - Current | 1 |
| Walgreens | Johnson City, NY | Aug 2019 - Aug 2022 | 3 |
| Binghamton University | Binghamton, NY | Aug 2017 - Aug 2022 | 5 |
| Walgreens | Bethpage, NY | Aug 2014 - Aug 2019 | 5 |
| Geico | Woddbury, NY | Aug 2018 - Jun 2019 | < 1 |
| Waterway | Wantagh, NY | Apr 2018 - May 2018 | < 1 |
| Island Trees High School | Levittown, NY | Sep 2011 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- NY
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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