Katie Woloshin, financial advisor Medford NJ
93 score

Katie Woloshin

CRD Number: 6063553
Current Firm: Woloshin Investment Management, LLC

Katie Woloshin (CRD# 6063553) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Medford, NJ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Woloshin Investment Management Medford, NJ Mar 2015 - Current 3
Summit Brokerage Service Medford, NJ Sep 2015 - Apr 2016 < 1
J P Turner & Company LLC Medford, NJ Mar 2015 - Nov 2015 < 1
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Mar 2015 < 1
Mcadam, LLC West Tysons Corner, VA Oct 2014 - Mar 2015 < 1
Mcadam Financial Group Tysons Corner, VA Oct 2012 - Oct 2014 2
Ing Financial Partners, Inc. Tysons Corner, VA May 2012 - Oct 2014 2
Kaplan Harrisonburg, VA Apr 2011 - May 2012 1
James Madison University Harrisonburg, VA Aug 2008 - May 2012 3
Woloshin Investment Management Medford, NJ Jun 2008 - Nov 2011 3
Red Room Cafe Ventnor City, NJ Jun 2008 - Aug 2011 3
Shawnee High School Medford, NJ Sep 2004 - Jun 2008 3
Kumon Learning Center Medford, NJ Oct 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Katie M. Woloshin
Phone Number: 609-654-9700
Registered State(s):
  • CA
  • VA
  • FL
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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