Katharine Perry, financial advisor Pittsburgh PA
89 score

Katharine Perry

CRD Number: 6290460
Current Firm: Fort Pitt Capital Group, LLC

Katharine Perry (CRD# 6290460) is an Investment Advisor Representative working at Fort Pitt Capital Group, LLC in Pittsburgh, PA and has over 2 years of experience in the finance industry.

Similar Advisors
Jennifer Wolfe, financial advisor Pittsburgh PA
Jennifer R. Wolfe
CRD# 4598231
Wealthcare Capital Management LLC
Score
106
Similar Advisors
Chris Rondinelli, financial advisor Pittsburgh PA
Chris A. Rondinelli
CRD# 5577988
Lpl Financial LLC
Score
103
Similar Advisors
C. Bradley Bond, financial advisor Pittsburgh PA
C. Bradley Bond
CRD# 2790023
C.b. Bond Financial Planning, Inc.
Score
103
Company Name Location Dates Years
Fort Pitt Capital Group LLC Pittsburgh, PA Mar 2016 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Mar 2016 1
Morgan Stanley Pittsburgh, PA Jan 2014 - Mar 2016 2
Juicy Couture Pittsburgh, PA Jun 2013 - Jan 2014 < 1
Community Alternatives Inc. Pittsburgh, PA Jun 2012 - Jun 2013 1
Juicy Couture Pittsburgh, PA Dec 2011 - Jun 2012 < 1
Unemployed Pittsburgh, PA Aug 2003 - Jun 2012 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Katharine R. Perry
Phone Number: 412-921-1822
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,886
    MILLIONS
  • Total Number of Accounts
    4,725
    ACCOUNTS
  • Average Account Value
    $399,154
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Katharine Perry and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.