Kyle Leavitt

Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated · Atlanta, GA

Last updated 2026-10-10

Claim your profile

Kyle Leavitt is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA, CRD 7183223. Licenses and exams on the registration: Series 63, Series 65. First registered 2021-12-14.

Registration

CRD number
7183223
Registration status
Active
First registered
2021-12-14
Years of experience
11
States registered
GA, TX

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2019-09 to Present · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Atlanta, GA
  • 2019-04 to 2019-09 · Intown Ace Hardware · Decatur, GA
  • 2018-11 to 2019-04 · Highland Tap Restaraunt · Atlanta, GA
  • 2018-07 to 2018-10 · Wesley International · Scottsdale, GA
  • 2015-06 to 2018-07 · Ikea · Atlanta, GA
  • 2016-11 to 2018-02 · Highland Tap Restaraunt · Atlanta, GA
  • 2019-12 to Present · Bank of America N.A. · Atlanta, GA

Current employment

SEC IAPD record for Kyle Leavitt

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Regulatory AUM
$1,781,568,171,479
Registered advisors
25,565
Offices
5,327
Clients per advisor
71.9 (Moderate)
Average AUM per client
$968.8K (Low)
High-net-worth client ratio
28.4% (Moderate)

Merrill Lynch, Pierce, Fenner & Smith Incorporated: advisors, services and reported ETF investments

What this firm offers

Filed by Merrill Lynch, Pierce, Fenner & Smith Incorporated on Form ADV.

Client services

  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Real Estate Broker or Dealer

Location

3455 Peachtree Rd NE, Atlanta, GA 30326

359 advisors at this office.

Merrill office in Atlanta, GA

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Kyle Leavitt?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.