Katherine Awbrey, financial advisor Saint Louis MO
93 score

Katherine Awbrey

CRD Number: 5932841
Current Firm: Greenway Family Office, LLC

Katherine Awbrey (CRD# 5932841) is an Investment Advisor Representative working at Greenway Family Office, LLC in Saint Louis, MO and has over 5 years of experience in the finance industry.

Similar Advisors
Joe Allaria, financial advisor Saint Louis MO
Joe M. Allaria
CRD# 6122862
Carsonallaria Wealth Management, Ltd.
Similar Advisors
Carl Goodin, financial advisor Saint Louis MO
Carl D. Goodin
CRD# 1346311
Financial Planning Associates, Inc.
Similar Advisors
William Meyer, financial advisor Saint Louis MO
William L. Meyer
CRD# 1018380
Cutter & Company, Inc.
Company Name Location Dates Years
Greenway Family Office LLC Clayton, MO Nov 2015 - Current 2
Greenway Family Office, LLC Clayton, MO Sep 2014 - Current 3
Greenway Family Office, LLC Clayton, MO Sep 2014 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Inc. Ladue, MO May 2011 - Sep 2014 3
Reinert Weishaar & Associates, P.c. St. Louis, MO Jan 2010 - May 2011 1
Saint Louis University School Of Law St. Louis, MO Sep 2009 - May 2010 < 1
Catholic Legal Assistance Ministry St. Louis, MO Sep 2009 - May 2010 < 1
Reed Elsevier/lexis Nexis St. Louis, MO Aug 2008 - May 2010 1
Legal Services Of Eastern Missouri, Inc. St. Louis, MO May 2008 - Aug 2009 1
Saint Louis University School Of Law St. Louis, MO Aug 2007 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Katherine M. Awbrey
Phone Number: (314) 400-5000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Katherine Awbrey and other advisors.
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.