Kate Booker (CRD# 5582497) is an Investment Advisor Representative working at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA and has over 15 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guyasuta Investment Advisors, Inc. | Pittsburgh, PA | Sep 2023 - Current | < 1 |
| Tristate Capital Bank | Pittsburgh, PA | Jan 2022 - Aug 2023 | 1 |
| Chatham University | Pittsburgh, PA | Jul 2019 - Jan 2023 | 3 |
| Homemaking | Pittsburgh, PA | Jun 2018 - Jul 2019 | 1 |
| M. Davis Group | Pittsburgh, PA | Aug 2009 - Jun 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2009 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- PA
-
Total Assets Under Management2,088MILLIONS
-
Total Number of Accounts1,378ACCOUNTS
-
Average Account Value$1,515,192
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, GA, MD, PA, TX, WV
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