Ekaterina S Gradovich

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

• 05/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

I*2-6 8 0, Entity Type: Entity For Profit, Name of OBA: Life Coaching Katerina , Address: Miami , Florida, 33131, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 08/08/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Hold 1 or 2 hours total of weekly video calls with individuals, Provide Life coaching and wellbeing guidance to 1 or 2 clients per week

Exams

• S66 Uniform Combined State Law Examination
  2019-06-03

Other Names

• Ekaterina Rodriguez
• Ekaterina S Gradovich
• Ekaterinae Gradovich