Morgan Stanley
47yrs
Top advisor by experience in Mount Laurel
16yrs
Albert D Kim
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 56% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Office1200 Howard Blvd, Mount Laurel, NJ 08054
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2014 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
- Oct 2012 – Jan 2013J.p. Morgan Securities LLCPreviously
- May 2011 – Oct 2012Chase Investment Services Corp.Previously
- Sep 2010 – Mar 2011Edward JonesPreviously
Questions to ask Albert
Tailored to Albert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Albert
How do I contact Albert?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Albert D Kim. Albert works from the Mount Laurel, NJ office.
How long has Albert been a financial advisor?
Albert has been in the industry since 2010, about 16 years. More experience than 56% of advisors at Merrill Lynch, Pierce, Fenner & Smith.
What licenses does Albert hold?
Series 66. Tap any license on this page to see what it allows.
Is Albert a fiduciary?
Albert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Albert paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Albert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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