Kaitlyn W Wrisley
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Kaitlyn W Wrisley? Claim your profile
Contact this firm
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
14 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
- Merrimack CollegeAug 2023 to Aug 2024
- Arrowstreet CapitalJun 2023 to Aug 2023
- Merrimack CollegeAug 2022 to Jun 2023
- Dalton & FingegoldJan 2022 to Aug 2022
- Merrimack CollegeAug 2021 to Jan 2022
- Dunkin DonutsJun 2020 to Aug 2021
- Methuen High SchoolAug 2019 to Jun 2020
- United Plastic FabricatingJun 2018 to Aug 2019
- Methuen High SchoolJan 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7974064
- Firm CRD
- 7691