Kathryn A Krauskopf

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

• 05/2022 → 10/2024
  Morgan Stanley
  Chicago, IL
• 07/2021 → 04/2022
  Bmo Private Bank
  Chicago, IL
• 05/2019 → 08/2019
  Palm Beach Tan
  Wilmette, IL
• 05/2018 → 08/2018
  Palm Beach Tan
  Wilmette, IL
• 06/2017 → 08/2017
  Jcc Camp Chi
  Lake Delton, WI
• 08/2017 → 05/2018
  University Of Illinois At Urbana- Champaign
  Urbana- Champaign, IL
• 08/2018 → 05/2019
  University Of Illinois At Urbana- Champaign
  Urbana-Champaign, IL
• 08/2019 → 05/2020
  University Of Illinois At Urbana- Champaign
  Urbana- Champaign, IL
• 08/2020 → 05/2021
  University Of Illinois At Urbana- Champaign
  Urbana- Champaign, IL
• 05/2020 → 08/2020
  University Of Illinois At Urbana- Champaign
  Urbana- Champaign, IL
• 01/2012 → 05/2017
  Full Time Student - High School/ Elementary School
  Glencoe, IL
• 10/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 10/2025 → Present
  Bank Of America, N.A.
  Chicago, IL

Previous Registrations

• 2023-04-14 → 2024-10-29
  Morgan Stanley
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2023-04-14

Other Names

• Katie Krauskopf
• Kathryn A Krauskopf
• Kathryn Krauskopf