Colin Kowalczyk

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 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 05/2020 → 01/2022
  Community Consolidated School District 15
  Palatine, IL
• 12/2018 → 12/2021
  Cut Above Catering
  Park Ridge, IL
• 06/2019 → 08/2019
  Township High School District 211
  Palatine, IL
• 05/2017 → 02/2019
  Park Ridge School District 64
  Park Ridge, IL
• 05/2012 → 05/2017
  Education
  Palatine, IL
• 01/2022 → 05/2022
  School
  De Pere, WI

Exams

• S66 Uniform Combined State Law Examination
  2022-10-31

Other Names

• Colin Kowalczyk
• Colin Michael Kowalczyk