Karsyn Leigh Carpenter

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

• 05/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lafayette, IN
• 05/2022 → 05/2025
  Purdue Christian Campus House
  West Lafayette, IN
• 05/2021 → 05/2025
  Greyhouse Coffee
  West Lafayette, IN
• 09/2019 → 05/2022
  Purdue University - School Of Engineering
  West Lafayette, IN
• 07/2015 → 07/2019
  The Joshua Cup
  Crawfordsville, IN
• 06/2019 → 08/2019
  Follett Corporation
  West Lafayette, IN
• 08/2019 → 05/2023
  Purdue University
  West Lafayette, IN

Exams

• S66 Uniform Combined State Law Examination
  2026-07-13

Other Names

• Karsyn Carpenter