Kristin N Dycus

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2006 → Present
  Theatre Contract Work
  Federal Way, WA
• 11/2006 → 11/2019
  Ubs Financial Services Inc
  Seattle, WA
• 10/2021 → 09/2022
  Lincoln Investment
  Fort Washington, PA
• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
• 10/2019 → 08/2021
  Valley Vehicle Licensing (Adams License Services Llc)
  Covingon, WA

Previous Registrations

• 2021-10-04 → 2022-09-28
  Lincoln Investment
  Union, KY
  University Place, WA
  Renton, WA
• 2006-12-05 → 2019-11-22
  Ubs Financial Services Inc.
  Seattle, WA
• 2005-06-14 → 2007-12-06
  Appropriate Balance Financial Services Inc
  Bellevue, WA
• 2006-04-28 → 2006-10-17
  Raymond James Financial Services, Inc.
  Seattle, WA

Other Businesses

DECATUR THEATRE COMPANYPOSITION: Production Designer NATURE: High School Theatre Program INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2004ADDRESS: Federal Way WA 98001 DESCRIPTION: design for two theatrical productions a year, oversee student build ORDER OF THE EASTERN STAR-LAUREL CHAPTERPOSITION: Member NATURE: Non-profit fraternal organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1992ADDRESS: 32523 3rd Ave, Black Diamond WA 98010 DESCRIPTION: Attend monthly meeting and help support the organization. I*2026389, Entity Type, Entity Charitable, Name of OBA: Washington Job's Daughters International, Address: Burien, WA, 98146, Investment Related: No, Position, Title, Association: Other (Executive Council), Employee Start Date: 10/29/2020, No Hours: 10hrs/Weekly, No Hours during trading: 0, Duties: Non-profit organization for girls age 10-20. My responsibilities are to help organize events and help the members plan state events for their organization. We also maintain a certified volunteer group to help facilitate projects for the members.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-20

Other Names

• Kristin Noelle Dycus
• Kristin Crawley
• Kristin Noelle Dycus