Katelyn Schultz, financial advisor Raleigh NC
90 score

Katelyn Schultz

CRD Number: 6081127
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Katelyn Schultz (CRD# 6081127) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC 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. Pennington, NJ Jul 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Jun 2012 - Current 4
Unemployed Skillman, NJ May 2012 - Jun 2012 < 1
The College Of New Jersey Ewing, NJ Jan 2009 - May 2012 3
Kings Management Group Monmouth Junction, NJ Jun 2008 - Jan 2009 < 1
Montgomery High School Skillman, NJ Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Katelyn Schultz
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • 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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