Krystyna L Rohde

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

• 12/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA
• 04/2020 → 08/2022
  Wells Fargo
  Bothell, WA
• 04/2019 → 04/2020
  Bank Of America
  Bellevue, WA
• 01/2018 → 07/2019
  Soma
  Bellevue, WA
• 08/2012 → 02/2018
  Banana Republic Factory Store
  North Bend, WA
• 08/2022 → 12/2022
  Unemployed
  Bellevue, WA
• 06/2019 → 12/2021
  Academy Of Art University
  San Francisco, CA

Other Businesses

I*1127253, Entity Type: Entity For Profit, Name of OBA: Enchantment Cosplay, Address: Issaquah, Washington 98027, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 05/01/2022, No Hours: 3, No Hours during trading: 0, Duties: Fashion design Etsy shop. I sell items I sew myself through the Etsy shopping website/platform. Sole proprietorship business, I am 100% owner.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-30