Kate Meyer

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

• 08/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 08/2021 → Present
  M. J. T. Pllc/ Keller Child And Family Therapy
  Keller, TX
• 12/2020 → 08/2024
  Denton County Mhmr
  Denton, TX
• 04/2019 → 12/2020
  Homemaking
  Grapevine, TX
• 01/2019 → 04/2019
  Charles Schwab
  Westlake, TX
• 03/2018 → 01/2019
  Homemaking
  Grapevine, TX
• 05/2016 → 03/2018
  Looking Glass Counseling Program
  Eugene, OR
• 01/2026 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Other Businesses

I*1977308, Entity Type Entity For Profit, Name of OBA: Mariah Jennifer Tailleur PLLC Address: KellerTexas76248 Investment Related:No Position, Title, Association: Employee Employee Start Date:06/01/2021 No Hours:8 weekly No Hours during trading: 0 Duties: This is a small business counseling practice where I work as a therapist part-time as a licensed professional counselor. I conduct basic transactions related to services I provide, which is usually by credit or debit card, but may be by check or cash.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-19

Other Names

• Kate Michelle Meyer
• Kate Michelle Hinson