Kristina Baratov

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

• 06/2012 → 09/2025
  Jp Morgan Chase Bank
  Skokie, IL
• 01/2013 → 09/2025
  Jp Morgan Securities Llc
  Skokie, IL
• 09/2012 → 01/2022
  Comfort Keepers
  Buffalo Grove, IL
• 09/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 09/2012 → 01/2022
  Helpsource Of North Shore
  Buffalo Grove, IL

Previous Registrations

• 2017-07-11 → 2025-09-14
  J.P. Morgan Securities Llc
  Skokie, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  New York, NY
  Chicago, IL
  New York, NY
  Columbus, OH
  Chicago, IL
  Chicago, IL
  Columbus, OH
  Chicago, IL
  Plano, TX
  Columbus, OH
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2017-07-05
• S63 Uniform Securities Agent State Law Examination
  2013-04-29

Other Names

• Kristina Nuger