Kate RyanCRD Number: 4594136
Current Firm: Capital Advisors Group, Inc.
Kate Ryan (CRD# 4594136) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has over 15 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Capital Advisors Group||Newton, MA||Jun 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2002|
Total Assets Under Management10,126MILLIONS
Total Number of Accounts204ACCOUNTS
Average Account Value$49,637,955
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
CA, MA, NJ, PA