Kirstyn Michelle Rodriguez

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 → 09/2021
  Fidelity Investments
  Westlake, TX
• 01/2013 → 04/2021
  Pappas Restaurants Inc. - Pappasito's Cantina
  Arlington, TX
• 08/2014 → 08/2018
  University Of Texas At Arlington
  Arlington, TX
• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 09/2021 → 04/2022
  Pappas Restaurants Inc. -Pappasito'S Cantina
  Dallas, TX
• 04/2022 → 05/2022
  Unemployed
  Pantego, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-04-29
• S63 Uniform Securities Agent State Law Examination
  2021-08-17

Other Names

• Kirstyn Michelle Rodriguez
• Maxey
• Kirstyn Rodriguez
• Kirstyn M Rodriguez
• Kirstyn M Maxey