Kathryn Kusler
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
18 yearsExperience
2 statesRegistered 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
18 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2024 to now
- Morgan StanleyJul 2023 to Dec 2024
- Buffalo Wild WingsAug 2020 to Jul 2023
- BuckleJun 2020 to Aug 2020
- Francesca'sDec 2019 to Jun 2020
- Real Deals On Home DecorNov 2016 to Aug 2020
- Shiloh Christian SchoolAug 2008 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (ID, 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
- 7769876
- Firm CRD
- 7691