Katarzyna Anna Wiselka

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

• 06/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Other Businesses

I*: 2501259 Entity Type: For Profit Name of OBA: ViServices LLC Address: CHICAGO,Illinois Investment Related: No Position, Title, Association: Spouse of business owner Employee Start Date: 05/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: This is my husband's electrical services business for a project he was hired to do. I am not in any of the organizational documents, however, he is making personal deposits from the business to our joint checking account at Bank of America as a part of his business compensation.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-18

Other Names

• Katarzyna Anna Wolanin
• Kasia Wiselka
• Katarzyna A Wiselka