Eric Katanian

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

• 03/2019 → 04/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pomona, CA
• 03/2019 → 04/2020
  Bank Of America, N.A.
  Pomona, CA
• 10/2017 → 06/2020
  38 Degrees Craft Kitchen & Bar
  Alhambra, CA
• 04/2015 → 10/2017
  The Cheesecake Factory
  Pasadena, CA
• 04/2020 → Present
  Bank Of America, N.A.
  San Dimas, CA
• 04/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Dimas, CA

Other Businesses

I*8696For profit or not for profit: Name of outside business organization: Eric Katanian Investment related: Address of business:Los Angeles, California 90022Nature of business: ,Position, title, association: , Start date of relationship: 11/17/1996Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0Duties: I*1166284For profit or not for profit: Name of outside business organization: The Au and I G Family Living TrustInvestment related: NAddress of business: San Gabriel, California, 91776Nature of business: Position, title, association: Co-Trustee, Start date of relationship: 1/11/2023Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2019-06-20

Other Names

• Eric Levin Katanian