Catarina Edwards

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 09/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 09/2016 → Present
  Lpl Financial, Llc
  Chicago, IL
• 10/2016 → Present
  Iht Wealth Management, Llc
  Chicago, IL

Previous Registrations

• 2015-04-28 → 2016-09-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Other Businesses

(1) 10/13/2016: IHT Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) (2) 10/28/2016: IHT Wealth Management - Registered Investment Advisor Hybrid - DBA: (Hybrid) IHT Wealth Management - Investment Related - 123 N. Wacker Dr. suite 2300, Chicago, IL 60606 - 160 Hr/Mo - Administrative Role

Exams

• S66 Uniform Combined State Law Examination
  2015-04-27

Other Names

• Trina Naro
• Catarina Michelle Naro
• Catarina Michelle Edwards
• Catarina Naro