Katherine Kiraly, financial advisor Birmingham AL
90 score

Katherine Kiraly

CRD Number: 6078783
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Katherine Kiraly (CRD# 6078783) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Birmingham, AL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Little Rock, AR Jun 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock, AR May 2015 - Current 1
Edward Jones Conway, AR Jun 2012 - May 2015 2
Monticello School District Monticello, AR Aug 2011 - Jun 2012 < 1
Dumas Public Schools Dumas, AR Mar 2010 - Jun 2011 1
Unemployed Monticello, AR Nov 2009 - Feb 2010 < 1
Kentsa Group Nairobi, Sep 2008 - Oct 2009 1
Republik Agency London, Jan 2007 - Aug 2008 1
Hoxton Street Studios London, Jan 2006 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Katherine I. Kiraly
Phone Number: 800-637-7455
Registered State(s):
  • AL
  • AR
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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