Katelyn Brooke Karing

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

• 06/2021 → 11/2022
  Bernstein Private Wealth Management
  Houston, TX
• 10/2018 → 06/2021
  Merrill
  Houston, TX
• 01/2018 → 10/2018
  The Impeccable Pig
  Houston, TX
• 08/2016 → 05/2021
  N/A
  Houston, TX
• 02/2019 → 06/2021
  River Oaks Gym
  Houston, TX
• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 09/2020 → 10/2020
  Cram Crew Houston
  Houston, TX
• 08/2016 → 05/2021
  University Of Houston
  Houston, TX
• 07/2017 → 09/2017
  M &Amp; D Supply
  Houston, TX
• 01/2023 → Present
  Bank Of America, N.A.
  Houston, TX

Other Businesses

I*1905276, Entity Type, Entity for Profit, Name of OBA: Twitch Interactive, Inc., Address: San Francisco, CA, 94104, Investment Related: No, Position, Title, Association: Consultant/Independent Contractor, Employee Start Date: 07/02/2024, No Hours: 5hrs/Weekly, No Hours during trading: 0, Duties: Digital content creator whose primary activity is streaming myself playing video games. No expected responsibilities as an independent contractor for the entity.I*2886295Entity Type: For ProfitName of OBA: Black Swan Yoga HoustonAddress:Houston TexasInvestment Related:NoPosition, Title, Association:Consultant/Independent ContractorStart Date:09/21/2025No Hours: 1 WeeklyNo Hours during trading:0 WeeklyDuties:Fitness studio offering yoga classes in Houston.Teach one 60-minute yoga class as an independent contractor on Sundays at 11:30 AM. I*3691280 Entity Type: Entity For Profit Name of OBA: The Atrium Yoga Studio Address: Houston, Texas, 77027 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 02/17/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: Houston-based yoga studio Teach one one-hour yoga class per week.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-03
• S63 Uniform Securities Agent State Law Examination
  2021-12-03

Other Names

• Katelyn Karing
• Katelyn B Karing