Kristina Wagner

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

• 06/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Plantation, FL
• 09/2016 → Present
  Bank Of America, N.A.
  Plantation, FL

Other Businesses

I*: 922289 Entity Type: Entity Charitable Name of OBA: Jewish Federation of Broward County Address: Davie, Florida, 33328 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/09/2025 No Hours: 2 MONTHLY No Hours during trading: 0 Duties: Jewish Federation of Broward County is uniquely positioned to respond to the needs of the Jewish community--here in Broward County. Coordinate events in the Broward County area to raise awareness for organization, specifically for individuals under 40

Exams

• S66 Uniform Combined State Law Examination
  2017-01-11