Holly Durdel

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

• 03/2012 → 08/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 05/2012 → 08/2018
  Bank Of America, N.A.
  Chicago, IL
• 11/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Previous Registrations

• 2012-04-17 → 2018-08-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Skokie, IL
  Chicago, IL
  Skokie, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Atlanta, GA
  Chicago, IL
  New York, NY
• 2009-11-19 → 2011-08-17
  Pnc Wealth Management Llc
  Parchment, MI
  Hartford, MI
  Gobles, MI
  Paw Paw, MI
  Kalamazoo, MI
  Vicksburg, MI
  Portage, MI
  Portage, MI
  Portage, MI
• 2008-05-09 → 2009-04-24
  Cetera Investment Services Llc
  Portage, MI
  Midland, MI
  Kalamazoo, MI
• 2007-09-13 → 2008-05-02
  Edward Jones
  St Louis, MO
  Kalamazoo, MI
• 2005-02-17 → 2007-06-07
  Fifth Third Securities, Inc.
  Portage, MI
  Kalamazoo, MI
  Kalamazoo, MI
  Portage, MI
  Kalamazoo, MI
  Kalamazoo, MI

Exams

• S66 Uniform Combined State Law Examination
  2001-07-23
• S63 Uniform Securities Agent State Law Examination
  2000-04-27

Other Names

• Holly Lynn Durdel
• Holly Lynn Karafa
• Holly L Durdel