Kathryn Lidestri, financial advisor New London CT
90 score

Kathryn Lidestri

CRD Number: 5966488
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kathryn Lidestri (CRD# 5966488) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New London, CT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. New London, CT Mar 2015 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated New London, CT Jul 2011 - Current 6
Navy Federal Credit Union Groton, CT May 2011 - Jul 2011 < 1
Mohegan Sun Casino Uncasville, CT Jun 2009 - Jul 2011 2
Citizens Bank Mystic, CT Sep 2009 - May 2011 1
Unemployed North Stonington, CT May 2009 - Jun 2009 < 1
Bentley University Waltham, MA Jan 2008 - May 2009 1
Bentley University Waltham, MA Aug 2005 - May 2009 3
Drawbase Software Newton, MA Jan 2009 - Apr 2009 < 1
Bentley University Waltham, MA Sep 2008 - Apr 2009 < 1
Savings Institute Bank And Trust Stonington, CT May 2006 - Jan 2009 2
Bentley University Waltham, MA Aug 2007 - Aug 2008 1
Barnes & Noble At Bentley University Waltham, MA May 2007 - Oct 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Kathryn Lidestri
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • 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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