Kaitlin Fitzgibbons

$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:

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-01-13
TX	RA	APPROVED	2025-01-13

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Newburyport	MA	07/2024	Present
John Hancock	Boston	MA	09/2023	12/2023
Decco Inc.	Nashua	NH	05/2023	08/2023
Nashua Country Club	Nashua	NH	06/2020	08/2022
Nashua High School South	Nashua	NH	09/2016	06/2020
Endicott College	Beverly	MA	09/2020	05/2024
Nashua Public School District	Nashua	NH	09/2012	06/2017
Bank Of America, N.A.	Newburyport	MA	08/2024	Present

07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newburyport, MA
09/2023 → 12/2023

John Hancock

Boston, MA
05/2023 → 08/2023

Decco Inc.

Nashua, NH
06/2020 → 08/2022

Nashua Country Club

Nashua, NH
09/2016 → 06/2020

Nashua High School South

Nashua, NH
09/2020 → 05/2024

Endicott College

Beverly, MA
09/2012 → 06/2017

Nashua Public School District

Nashua, NH
08/2024 → Present

Bank Of America, N.A.

Newburyport, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-28

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