Merrill Lynch, Pierce, Fenner & Smith
36yrs
Top 1% by experience in Riverside
13yrs
Kerri Converse
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Kerri Converse has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Riverside, Rhode Island. Kerri has been with Merrill Lynch, Pierce, Fenner & Smith since 2014. Merrill Lynch, Pierce, Fenner & Smith offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 229 advisors with offices in Riverside, and one of 229 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?Top 25% by experience in Riverside
Office3400 Pawtucket Ave, Riverside, RI 02915
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
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.
Career
- 2014 – now
Questions to ask Kerri
Tailored to Kerri’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
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About Kerri
How do I contact Kerri?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Kerri Converse. Kerri works from the Riverside, RI office.
How long has Kerri been a financial advisor?
Kerri has been in the industry since 2013, about 13 years. Top 25% by experience in Riverside.
What licenses does Kerri hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Kerri a fiduciary?
Kerri is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kerri 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 Kerri for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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