Kaitlin M Ealy

Employer firm

Openarc Corporate Advisory, LLC CRD 336837

$10.1B regulatory AUM

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

• 05/2022 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 05/2019 → 05/2022
  Insperity
  Kingwood, TX
• 03/2017 → 05/2019
  Chapman Staffing, Llc.
  Tucker, GA
• 02/2016 → 03/2017
  The Centrics Group
  Norcross, GA
• 10/2017 → 01/2023
  Hal's The Steakhouse
  Atlanta, GA
• 07/2022 → 09/2025
  Bank Of America, N.A.
  Atlanta, GA
• 09/2025 → Present
  Openarc Corporate Advisory
  Atlanta, GA

Previous Registrations

• 2023-01-31 → 2025-09-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  New York, NY
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2023-01-13

Other Names

• Kaitlin Ealy