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Gregory Katulka, financial advisor Gainesville GA

Gregory Katulka

CRD Number: 2955070
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Gregory Katulka (CRD# 2955070) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, GA and has over 26 years of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
Bank Of America, N.a. Gainesville, GA Jul 2011 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated Gainesville, GA Oct 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S65 NASAA Investment Advisors Law Examination Dec 1997
Contact Info for Gregory V. Katulka
340 Jesse Jewel Pkwy, Gainesville, GA 30501
Phone Number: 800-637-7455
Firm Website: http://www.youtube.com/bankofamericaprivatebank
Registered State(s):
  • GA
  • TX
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Current Firm Details
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm's CRD Number: 7691
One Bryant Park, New York, NY 10036
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, WY

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