Kaitlyn W Wrisley

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-07-17
TX	RA	APPROVED	2025-07-17

Branch Locations

500 Cummings Ctr, Beverly, MA 01915 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Beverly	MA	08/2024	Present
Merrimack College	North Andover	MA	08/2023	08/2024
Arrowstreet Capital	Boston	MA	06/2023	08/2023
Merrimack College	North Andover	MA	08/2022	06/2023
Dalton & Fingegold	Andover	MA	01/2022	08/2022
Merrimack College	North Andover	MA	08/2021	01/2022
Dunkin Donuts	Methuen	MA	06/2020	08/2021
Methuen High School	Methuen	MA	08/2019	06/2020
United Plastic Fabricating	North Andover	MA	06/2018	08/2019
Methuen High School	Methuen	MA	01/2012	06/2018

08/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Beverly, MA
08/2023 → 08/2024

Merrimack College

North Andover, MA
06/2023 → 08/2023

Arrowstreet Capital

Boston, MA
08/2022 → 06/2023

Merrimack College

North Andover, MA
01/2022 → 08/2022

Dalton & Fingegold

Andover, MA
08/2021 → 01/2022

Merrimack College

North Andover, MA
06/2020 → 08/2021

Dunkin Donuts

Methuen, MA
08/2019 → 06/2020

Methuen High School

Methuen, MA
06/2018 → 08/2019

United Plastic Fabricating

North Andover, MA
01/2012 → 06/2018

Methuen High School

Methuen, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-25