Pratik Kalaria

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

• 08/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 09/2016 → 03/2019
  Depaul University
  Chicago, IL

Other Businesses

I*1580316 Entity For Profit Name of OBA:PRP Capital LLC Address:South Barrington,Illinois 60010 Investment Related:No Position, Title, Association:Other Employee Start Date:11/15/2023 No Hours: 0 No Hours during trading:0 Duties:Two family members and I have created this LLC for a potential investment property. No location has been identified yet- once identified I will enter again through AIM.

Exams

• S66 Uniform Combined State Law Examination
  2024-06-22

Other Names

• Pratik C Kalaria