Katherine Scherlis (CRD# 6321506) is an Investment Advisor Representative working at Elliott Scherlis Associates in Boston, MA and has over 10 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elliott Smith Associates | Boston, MA | Sep 2008 - Current | 15 |
| Various | Boston, MA | Apr 1994 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
- MA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
MA
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