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Todd Meyer Kingsbury

Merrill Lynch, Pierce, Fenner & Smith Inc.

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About Todd Meyer Kingsbury

Todd Meyer Kingsbury is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Todd has over 25 years of experience in the financial services industry. Todd has held previous positions at Stifel, Nicolaus & Company, Incorporated, RBC Capital Markets, LLC, RBC Capital Markets Corporation, Soleil Securities Corporation, Fulcrum Global Partners LLC, SG Cowen & Co., LLC, J.P. Morgan Securities Inc., Chase Securities Inc., Hambrecht & Quist LLC, D. E. Shaw Securities, L.P. and Sherwood Securities Corp. Todd holds Series 7, 24, 55, 63 and 66 licenses.

Firm Information

Todd Kingsbury is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Merrill Lynch, Pierce, Fenner & Smith Inc., established in 1958, is a corporation headquartered in NEW YORK, NY. They offer a wide range of financial services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. They are registered with the SEC and in all 50 states, with over 26,000 investment advisor representatives and registered representatives. Their services target high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and insurance companies. They manage assets exceeding $1 trillion, demonstrating their extensive experience in the financial industry.
Merrill Lynch, Pierce, Fenner & Smith Inc.

ONE BRYANT PARK

NEW YORK, NY 10036

$1.27T

Assets Under Management

16,965

Total Clients

25,158

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Todd Kingsbury’s Registration & Firm History

NJ

06/26/2020 - Present

Merrill Lynch, Pierce, Fenner & Smith Inc. (PRINCETON NJ)

NY

10/23/2012 - 09/08/2017

STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)

NY

02/29/2008 - 09/21/2012

RBC CAPITAL MARKETS, LLC (NEW YORK NY)

NY

02/24/2006 - 02/29/2008

RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)

NY

12/20/2005 - 01/17/2006

SOLEIL SECURITIES CORPORATION (NEW YORK NY)

NY

05/24/2004 - 01/03/2006

FULCRUM GLOBAL PARTNERS LLC (NEW YORK NY)

NY

07/23/2002 - 05/13/2004

SG COWEN & CO., LLC (NEW YORK NY)

NY

05/01/2001 - 07/16/2002

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

02/05/2001 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

02/01/2000 - 02/05/2001

CHASE SECURITIES INC. (NEW YORK NY)

CA

01/27/2000 - 02/01/2000

HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)

NY

10/06/1998 - 01/10/2000

D. E. SHAW SECURITIES, L.P. (NEW YORK NY)

NY

04/02/1993 - 09/18/1998

SHERWOOD SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/22/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/13/1999

Series 24 - General Securities Principal Examination

BC

Issued 09/08/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/13/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Todd Meyer Kingsbury.
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