Best Investors Account Sign in

Katarzyna Cudzich

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Northbrook, IL

New York, NY

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-04-11
TX RA APPROVED 2023-04-11
  • IL RA
    APPROVED
    Since 2023-04-11
  • TX RA
    APPROVED
    Since 2023-04-11

Branch Locations

1033 Skokie Blvd, Northbrook, IL 60062 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 11/2021 Present
Jane's Hallmark Niles IL 08/2014 11/2021
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-10
  • S66 Uniform Combined State Law Examination
    2023-04-10

View on SEC IAPD

Other Firms

ALLSTATE FINANCIAL ADVISORS, LLC
RITHOLTZ WEALTH MANAGEMENT
SHARP CIRCLE CONSULTING, LLC
DDS INVESTMENT MANAGEMENT, INC.
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
E. A. HORWITZ LLC
EAGLE STRATEGIES LLC

Other Investors

KEVIN J TAALMAN
BRIAN ADAM ROSEN
MATTHEW S MEYER
YAKOV MOSHE BAYLIS
WENDY FELICIA JACOBSON-ROSEN
WALTER WALEED COSMO
Charles Louis Rosen
JAY MICHAEL RUBINSTEIN

Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Northbrook, IL
RITHOLTZ WEALTH MANAGEMENT · Northbrook, IL
SHARP CIRCLE CONSULTING, LLC · NORTHBROOK, IL
DDS INVESTMENT MANAGEMENT, INC. · NORTHBROOK, IL
LPL ENTERPRISE, LLC · NORTHBROOK, IL
SHARP CIRCLE CONSULTING, LLC · NORTHBROOK, IL
OSAIC WEALTH, INC. · NORTHBROOK, IL
E. A. HORWITZ LLC · DEERFIELD, IL

More in Northbrook, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor