Katherine Valerie Krause Meredith

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

• 04/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 06/2018 → 04/2021
  The First Tee Of Greater Dallas
  Dallas, TX
• 10/2014 → 06/2018
  Bell Nunnally & Martin Llp
  Dallas, TX
• 02/2017 → 09/2019
  Perot Museum Of Nature And Science
  Dallas, TX
• 09/2021 → Present
  Bank Of America, N.A.
  Dallas, TX

Other Businesses

I* 1819269For profit or not for profit: Entity For ProfitName of outside business organization: TPA BORDER LOGISTICS INVESTORS, LLCInvestment related: noAddress of business: Atlanta, GA, 30309Nature of business: Limited Liability CompanyPosition, title, association: OtherStart date of relationship: 05/06/2024Number of hours devoted: 0 yearlyNumber of hours devoted during trading hours: 0Duties: This is a real estate investment group that my husband works with for work but puts in personal money on certain investments. I am not personally involved in the investment group. I*3470282, Entity Type Entity For Profit, Name of OBA: CREP Denton Enterprise LLC Address: AtlantaGeorgia30309 Investment Related: No Position, Title, Association: Other Employee Start Date: 01/07/2026 No Hours: 0 No Hours during trading: 0 Duties: none, My husband is a real estate developer and contributes personal money to his various developments. I*3475266, Entity Type Entity For Profit, Name of OBA: M Industrial InvestorsAddress: AtlantaGeorgia30309 Investment Related: No Position, Title, Association: Other Employee Start Date: 01/07/2026No Hours:0 No Hours during trading:0 Duties: none, Husband's real estate development

Exams

• S66 Uniform Combined State Law Examination
  2022-05-09

Other Names

• Katherine Valerie Krause
• Katherine Krause