Katherine Zerbe Vanmeter

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

• 01/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO
• 08/2016 → 12/2021
  Bank Of America
  Denver, CO

Previous Registrations

• 2012-01-19 → 2016-09-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  Bozeman, MT
  Ponte Vedra Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-05-19

Other Names

• Katherine I Zerbe
• Katherine Irene Zerbe
• Katie Zerbe
• Katherine Vanmeter