Gregory Vincent Katulka

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

• 10/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gainesville, GA
• 07/2011 → Present
  Bank Of America, N.A.
  Gainesville, GA

Previous Registrations

• 2003-09-04 → 2010-11-01
  Wells Fargo Clearing Services, Llc
  Oakwood, GA
  Gainesville, GA
  Oakwood, GA
  Oakwood, GA
  Flowery Branch, GA
  Lawrenceville, GA
  Atlanta, GA
  Flowery Branch, GA
  Gainesville, GA
  Atlanta, GA
  Jefferson, GA
• 2003-03-05 → 2003-09-02
  Morgan Stanley Dw Inc.
  Atlanta, GA

Other Businesses

I*1866294 Entity Charitable Name of OBA: Boys & Girls Clubs of Lanier (formerly BGC Hall County) Address: Gainesville, Georgia, 30501 Investment Related: No Position, Title, Association: Committee,Board Member Employee Start Date: 06/03/2024 No Hours: 1 No Hours during trading: 1 Duties: Board Development Committee Chair - driving and overseeing recruitment of new board members, development of board members and board organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-27
• S63 Uniform Securities Agent State Law Examination
  1997-12-03