Catherine E Papanayotou

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

• 05/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Great Neck, NY
• 10/2017 → Present
  Bank Of America, N.A.
  Great Neck, NY

Previous Registrations

• 2007-04-02 → 2007-05-24
  Morgan Stanley & Co. Llc
  North Palm Beach, FL
• 2007-02-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  North Palm Beach, FL
• 2004-09-27 → 2007-01-11
  A. G. Edwards & Sons, Inc.
  West Palm Beach, FL
  West Palm Beach, FL

Other Businesses

I*5023267, Entity Type: Entity For Profit, Name of OBA: PALM BEACH PURL LLC, Address: ROYAL PALM BEACH, Florida, 33411, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 08/01/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: NONE, AUTHOR CHILDREN'S BOOKS

Exams

• S66 Uniform Combined State Law Examination
  2004-09-23

Other Names

• Catherine Ellen Papas
• Catherine Ellen Mcglynn
• Catherine E Mcglynn
• Catherine Ellen Papanayotou