Stifel, Nicolaus &
44yrs
Top advisor by experience in Canfield
23yrs
Katie Solvesky
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Katie Solvesky has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Canfield, Ohio. Katie joined Merrill Lynch, Pierce, Fenner & Smith in 2004, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 159 advisors with offices in Canfield, and one of 135 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 70% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Office4137 Boardman Canfield Rd, Canfield, OH 44406
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2004 – now
Questions to ask Katie
Tailored to Katie’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Katie
How do I contact Katie?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Katie Solvesky. Katie works from the Canfield, OH office.
How long has Katie been a financial advisor?
Katie has been in the industry since 2004, about 23 years. More experience than 70% of advisors at Merrill Lynch, Pierce, Fenner & Smith.
What licenses does Katie hold?
Series 66. Tap any license on this page to see what it allows.
Is Katie a fiduciary?
Katie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Katie paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Katie for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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