Katelynn Bresler (CRD# 7662391) is an Investment Advisor Representative working at Socius Family Office, LLC in Fort Lauderdale, FL and has 1 year of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Socius Family Office, LLC | Ft. Lauderdale, FL | Jan 2023 - Current | 1 |
| Socius Family Office, LLC | Ft. Lauderdale, FL | Dec 2020 - Dec 2022 | 2 |
| Unemployed | Plantation, FL | May 2020 - Dec 2020 | < 1 |
| Enterprise | Ft. Lauderdale, FL | Jun 2019 - May 2020 | < 1 |
| Chick-fil-a | Plantation, FL | Aug 2015 - May 2019 | 3 |
| Rhodes College | Memphis, TN | Aug 2015 - May 2019 | 3 |
| Rhodes Student Associate Program | Memphis, TN | May 2015 - Aug 2018 | 3 |
| South Plantation High School | Plantation, FL | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- FL
-
Total Assets Under Management915MILLIONS
-
Total Number of Accounts611ACCOUNTS
-
Average Account Value$1,497,521
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, FL, LA, MA, NC, NE, NH, NJ, NY, OH, PA, TX
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