Katherine Loheyde (CRD# 5933911) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Pittsburgh, PA and has over 10 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 |
|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Pittsburgh, PA | Jun 2019 - Current | 4 |
| Wells Fargo Clearing Services LLC | Pittsburgh, PA | Apr 2019 - Jun 2019 | < 1 |
| Morgan Stanley | Pittsburgh, PA | Jun 2017 - Mar 2019 | 1 |
| Pnc Investments, LLC | Pittsburgh, PA | Jun 2016 - Apr 2017 | < 1 |
| Pnc Bank, N.a. | Pittsburgh, PA | Jun 2016 - Apr 2017 | < 1 |
| Janney Montgomery Scott LLC | Pittsburgh, PA | Jun 2011 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- PA
- TX
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Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
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Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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