Catherine L Polinard
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Bank of America, N.A.Oct 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to now
- Associated General Contractors AssociationMar 2022 to Jul 2022
- L.K. Jordan & AssociatesAug 2020 to Mar 2022
- Corpus Christi Country ClubOct 2017 to Jul 2020
- Honey & Bee Cc,LLCSep 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7616413
- Firm CRD
- 7691