Kaitlyn Conte (CRD# 6814503) is an Investment Advisor Representative working at Massachusetts Wealth Management, LLC in North Andover, MA and has over 5 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Massachusetts Wealth Management | North Andover, MA | Jun 2022 - Current | 1 |
| Barclays Capital Inc. | New York, NY | Jun 2018 - May 2022 | 3 |
| College Of The Holy Cross | Worcester, MA | Sep 2014 - May 2018 | 3 |
| Barclays Capital Inc. | New York, NY | Jun 2017 - Aug 2017 | < 1 |
| Andover Investment Adisors | North Andover, MA | Jun 2016 - Aug 2016 | < 1 |
| Unemployed | Andover, MA | Jun 2014 - Aug 2014 | < 1 |
| Andover High School | Andover, MA | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- MA
- NH
-
Total Assets Under Management227MILLIONS
-
Total Number of Accounts447ACCOUNTS
-
Average Account Value$508,886
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MA, NH
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