Kathleen T Wilson

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

• 07/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2011 → Present
  Bank Of America,N.A.
  New York, NY

Other Businesses

1895263* Name of OBA: Rental Property 1 Address: Hoboken, NJ, 07030 Investment Related: No Position: Co-owner Employee Start Date: 06/26/2024 No Hours:0 No Hours during trading:0 Duties: Co-owner with other family members I*: 2074284 Entity Type: Entity Charitable Name of OBA: Girl Scouts Heart of NJ Address: North Branch, NJ 08876 Investment Related: No Position, Title, Association: Other Employee Start Date: 11/16/2024 Number of Hours: 1 hr wkkly Number of Hours during trading: 0 Duties: Co-troop leader for my daughter's second grade Brownie troop

Exams

• S66 Uniform Combined State Law Examination
  2005-10-03

Other Names

• Kathleen Torchen
• Kathleen Anne Torchen