Cathy Grace Stelling

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

• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 12/2021 → 08/2022
  Unemployed
  Riverside, NJ
• 05/2019 → 12/2021
  Vipkid
  Riverside, NJ
• 10/2016 → 05/2019
  Vipkid
  Collingswood, NJ
• 01/2017 → 05/2019
  Sylvan Learning Center
  Marlton, NJ
• 06/2016 → 09/2016
  Unemployed
  Collingswood, NJ
• 12/2024 → Present
  Bank Of America, N.A.
  Pennington, NJ

Other Businesses

I*4353267 Entity Type: Political Activity Name of OBA: Burlington County Democratic Committee Address: Willingboro, New Jersey, 8046 Investment Related: No Position, Title, Association: Representative Employee Start Date: 06/07/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0 Duties: One of two representatives of the fifth district of Riverside; if elected, the role enables me to bring concerns from the citizens of my town, Riverside, to the town's council, attend county committee meetings, and vote on county Democratic issues at the county committee meetings.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-13

Other Names

• Cathy Grace Jaworski