Katharine Tomasino
CRD Number: 7227965Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Katharine Tomasino (CRD# 7227965) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jericho, NY and has over 3 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Feb 2020 - Current | 4 |
| Hicksville Equities | Port Washington, NY | May 2016 - Feb 2020 | 3 |
| Hofstra University | Hempstead, NY | Sep 2016 - May 2019 | 2 |
| Advisors Commerical Real Estate | New York, NY | Jun 2018 - Aug 2018 | < 1 |
| Coldwell Banker Commercial Advisors | New York, NY | Jul 2017 - Aug 2017 | < 1 |
| Long Island University - Post | Brookville, NY | Sep 2014 - May 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- CT
- NY
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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