Kathryn S Brower

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

• 02/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 06/2019 → 02/2024
  Self Employed / Colliers International
  Coconut Creek, FL
• 07/2013 → Present
  Coral Shores Realty
  Coconut Creek, FL
• 08/2018 → 09/2021
  Airspace Systems
  Coconut Creek, FL
• 01/2018 → 10/2018
  Dynasty Sports And Entertainment
  Boca Raton, FL
• 05/2011 → 07/2023
  Ltc Tree
  Coconut Creek, FL
• 03/2024 → Present
  Bank Of America, N.A
  Boca Raton, FL

Other Businesses

I*1749274Entity Type: Entity For ProfiName of OBA: KSB LLCAddress: Coconut Creek Florida 33073Investment Related: YesCompensation: YesPosition, Title, Association: OwnerEmployee Start Date: 09/19/2018No Hours: YearlyNo Hours during trading: 0Duties: Executive Assistant 1099 pay and Real Estate commissions (work done prior to joining Merrill Lynch). I*2010262, Entity Type, Entity for Profit, Name of OBA: The Keyes Company, Address: Plantation, FL, 33322, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 07/01/2023, No Hours: 0, No Hours during trading: 0, Duties: I will only be using my real estate license for transactions involving properties owned by myself and/or my immediate family (i.e., spouse, domestic partner, child, parent, sibling, parent-in-law, son-inlaw, brother-inlaw, sister-in-law. I*3843278 Entity Type: For Profit Name of OBA: B Partners LLC Address: Coconut Creek, Florida, 33073 Investment Related: No Position, Title, Association: Owner Employee Start Date: 02/25/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: I recently renamed my K S B LLC to B Partners LLC and added my husband as a member. He does work with a company called Now We Know that pays him 1099 and that's what this business will be for. No responsibilities from my side besides keeping the LLC S Corp open.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-26

Other Names

• Kathryn S Dorr
• Kathryn Sondra Brower