Cathryn Cato, financial advisor Mount Pleasant SC

Cathryn Cato

CRD Number: 4178444
Current Firm: Maryland Financial Group, Inc.

Cathryn Cato (CRD# 4178444) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Mount Pleasant, SC and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Mt. Pleasant, SC Mar 2014 - Current 8
Maryland Financial Group, Inc. Mt. Pleasant, SC Jul 2008 - Current 14
Fsc Securities Corporation Mt. Pleasant, SC Jul 2008 - Mar 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
S65 NASAA Investment Advisors Law Examination Jul 2000
Contact Info for Cathryn A. Cato
Phone Number: 301-251-8550
Firm Website: http://www.coastalwm.com
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    1,020
    MILLIONS
  • Total Number of Accounts
    3,101
    ACCOUNTS
  • Average Account Value
    $328,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, DC, DE, FL, GA, KY, LA, MA, MD, NC, NH, NY, PA, SC, TX, VA

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