Kathryn G Handschur

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

• 10/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Previous Registrations

• 2005-06-23 → 2009-08-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY

Other Businesses

I*2578288, Entity Type: Entity Charitable, Name of OBA: PTA Vice President, Address: Lawrence, New Jersey, 08648, Investment Related: N, Position, Title, Association: Officer, Employee State Date: 07/01/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: The SAS PTA is a volunteer, positive force in encouraging collaboration between home and school. It further supports the school's programs by volunteering, fundraising, and hosting special events, and is a unified voice to support the needs of our children. As co-Vice President for the 2025-2026 and 2026-2027 school years, I will be a member of the Executive Board. This is a 2 year term. This will be a change from my current role on the Executive Board as Treasurer. I will help to aid the President in running monthly meetings, and organizing events and fundraisers for my daughter's school.

Exams

• S66 Uniform Combined State Law Examination
  2005-06-22

Other Names

• Katie Gillespie
• Kathryn C Gillespie
• Kathryn G Handschur
• Kathryn Colleen Gillespie
• Kathryn Gillespie Handschur