Katherine Wiley

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

• 12/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winston Salem, NC
• 01/2024 → 12/2024
  Atrium Health Wake Forest Baptist
  Bermuda Run, NC
• 03/2023 → 01/2024
  Atrium Health Wake Forest Baptist
  Bermuda Run, NC
• 04/2022 → 03/2023
  Atrium Health Wake Forest Baptist
  Bermuda Run, NC
• 01/2019 → 05/2022
  Lifeworks Employment Services
  Norwood, MA
• 07/2016 → 12/2017
  Lifeworks Employment Services
  Norwood, NC
• 09/2016 → 05/2019
  Boston University
  Boston, MA
• 01/2019 → 12/2019
  Boston University
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-11-14

Other Names

• Katherine Conley
• Katie Conley
• Katherine Elizabeth Conley
• Katherine Conley Wiley