Catherine Hyder, financial advisor Orlando, FL

Catherine Hyder

CRD Number: 5564096
Current Firm: Stonebridge Financial Planning Group, LLC

Catherine Hyder (CRD# 5564096) is an Investment Advisor Representative working at Stonebridge Financial Planning Group, LLC in Orlando,, FL and has over 14 years of experience in the finance industry. Catherine Hyder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Mar 2022 - Current 2
Stonebridge Financial Planning Group, LLC Orlando, FL Mar 2022 - Current 2
Triad Advisors Norcross, GA Sep 2019 - Feb 2022 2
Triloma Winter Park, FL Jun 2015 - Sep 2019 4
Cnl Securities Corp Orlando, FL Jun 2008 - Jun 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2009
S65 NASAA Investment Advisors Law Examination Feb 2022
Contact Info for Catherine J. Hyder
Phone Number: 407-695-7100
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    191
    MILLIONS
  • Total Number of Accounts
    790
    ACCOUNTS
  • Average Account Value
    $241,987
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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

FL, GA, NY, PA, TN, TX

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