Kaitlyn Colditz, financial advisor Pittsburgh PA

Kaitlyn Colditz

CRD Number: 6643536
Current Firm: Securities America Advisors, Inc.

Kaitlyn Colditz (CRD# 6643536) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Pittsburgh, PA and has over 5 years of experience in the finance industry. Kaitlyn Colditz 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
Securities America Advisors Pittsburgh, PA Sep 2018 - Current 3
Securities America, Inc. Pittsburgh, PA Apr 2016 - Current 5
Cvs Health Pittsburgh, PA Jun 2015 - Current 6
Gateway Health Pittsburgh, PA Jun 2014 - May 2015 < 1
Duquesne University Pittsburgh, PA Aug 2008 - May 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2016
Contact Info for Kaitlyn E. Colditz
Phone Number: 402-399-9111
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    39,299
    MILLIONS
  • Total Number of Accounts
    217,546
    ACCOUNTS
  • Average Account Value
    $180,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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