Katherine Awbrey, financial advisor Saint Louis MO
90 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Greenway Family Office LLC Clayton, MO Nov 2015 - Current 1
Greenway Family Office, LLC Clayton, MO Sep 2014 - Current 2
Greenway Family Office, LLC Clayton, MO Sep 2014 - Current 2
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
Stivers Staffing Services St. Louis, MO May 2007 - Aug 2007 < 1
Lyn Lawshe, Cpa Kirkwood, MO Jan 2007 - Aug 2007 < 1
Accountemps St. Louis, MO Jun 2007 - Jul 2007 < 1
University Of Missouri-columbia College Of Education Columbia, MO Aug 2003 - Dec 2006 3
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
    336
    MILLIONS
  • Total Number of Accounts
    595
    ACCOUNTS
  • Average Account Value
    $564,276
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

FL, IL, IN, MO, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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