Katherine Marin, financial advisor Newport Beach CA
88 score

Katherine Marin

CRD Number: 5904342
Current Firm: Green Street Advisors, LLC

Katherine Marin (CRD# 5904342) is an Investment Advisor Representative working at Green Street Advisors, LLC in Newport Beach, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Green Street Advisors, LLC Newport Beach, CA Dec 2014 - Current 2
Green Street Advisors Newport Beach, CA Nov 2013 - Dec 2014 1
Cim Group Los Angeles, CA Apr 2013 - Nov 2013 < 1
Barclays Capital New York, NY Feb 2011 - Mar 2013 2
Ge Capital Norwalk, CT Jan 2010 - Dec 2010 < 1
University Of Connecticut Stamford, CT Sep 2007 - Dec 2009 2
Wr Capital Management Stamford, CT Jan 2008 - Dec 2008 < 1
Gt Group Stamford, CT Jun 2007 - Dec 2007 < 1
Today's Tan Norwalk, CT Mar 2005 - Nov 2007 2
Macquarie University Sydney, Jan 2007 - Jun 2007 < 1
Manhattanville College Purchase, NY Sep 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Katherine Marin
Phone Number: 949-640-8780
Registered State(s):
  • CA
  • TX
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States

CA, CO, CT, DC, FL, GA, ID, LA, MA, MD, NJ, NY, OH, PA, PR, TN, TX

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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