Katie Corsetto (CRD# 6063553) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Medford, NJ and has over 11 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1272342
Lpl Financial LLC
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Woloshin Investment Management | Medford, NJ | Mar 2015 - Current | 9 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- NJ
-
Total Assets Under Management130MILLIONS
-
Total Number of Accounts815ACCOUNTS
-
Average Account Value$159,538
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, CA, DE, FL, GA, MA, MD, NJ, PA, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.