Colby Kadlick

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-07-11
CT	RA	APPROVED	2019-07-10

TX RA
APPROVED

Since 2019-07-11
CT RA
APPROVED

Since 2019-07-10

Branch Locations

100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Boston	MA	11/2015	06/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	06/2019	Present
Bank Of America, N.A.	Boston	MA	12/2021	Present

11/2015 → 06/2019

Morgan Stanley

Boston, MA
06/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
12/2021 → Present

Bank Of America, N.A.

Boston, MA

Previous Registrations

2017-04-10 → 2019-06-12

Morgan Stanley

Boston, MA

Other Businesses

I*2806273, Entity Type: , Name of OBA: Rental Property 2, Address: Boston, Massachusetts, 02128, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 01-Oct-2025, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-04-10

S66 Uniform Combined State Law Examination

2017-04-10

Other Names

Colby Elizabeth Lohrey
Colby Lohrey

View on SEC IAPD

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews