Kathleen M Boldt

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

• 01/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baltimore, MD
• 10/2025 → Present
  Bank Of America, N.A.
  Hunt Valley, MD

Other Businesses

I*93446 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: NORWEX INVESTMENT RELATED: N ADDRESS OF BUSINESS: COPPELL, TEXAS 75019 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 05/04/2016 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I WOULD BE A CONSULTANT TO SELL THEIR CHEMICAL FREE CLEANING SUPPLIES

Exams

• S66 Uniform Combined State Law Examination
  2006-05-02

Other Names

• Kathleen Quinnan
• Kathleen Mary Quinnan