Katie Elizabeth King
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Sep 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to now
- UnemployedJul 2023 to Aug 2023
- Pasco County Schools - Zephyrhills High SchoolMar 2023 to Jul 2024
- Oasis OutsourcingFeb 2023 to Mar 2023
- Chuck Lager America's TavernJul 2021 to Jul 2023
- Cognitutor LLCOct 2019 to Feb 2022
- Carrabba's Italian GrillAug 2018 to Mar 2020
- UnemployedMar 2018 to Aug 2018
- University of South FloridaAug 2017 to Dec 2022
- Mission BbqMay 2017 to Jun 2018
- Sunlake High School BandJan 2017 to Apr 2018
- University of FloridaAug 2016 to May 2017
- UnemployedJan 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7974085
- Firm CRD
- 7691