Katelyn KrieselCRD Number: 5883421
Current Firm: Cadaret Grant & Co Inc.
Katelyn Kriesel (CRD# 5883421) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Syracuse, NY and has over 4 years of experience in the finance industry.
Cadaret Grant & Co Inc.
Wells Fargo Advisors Financial Network, LLC
Cadaret Grant & Co Inc.
|Cadaret, Grant & Company, Inc.||Syracuse, NY||Oct 2014 - Current||2|
|Marathon Financial Advisors||East Syracuse, NY||Nov 2015 - Dec 2015||< 1|
|Koenig & Selzer Asset Management||Manlius, NY||Oct 2014 - Nov 2015||1|
|Morgan Stanley||Syracuse, NY||Mar 2013 - Oct 2014||1|
|Cadaret, Grant & Company, Inc.||Syracuse, NY||May 2012 - Mar 2013||< 1|
|Diversified Capital Management||Syracuse, NY||Jan 2011 - Mar 2013||2|
|Unemployed||Manlius, NY||Aug 2010 - Jan 2011||< 1|
|Kelly Services||Colombia, SC||Jun 2010 - Aug 2010||< 1|
|Ruby Tuesday||Colombia, SC||May 2010 - Jul 2010||< 1|
|Renaissance Hotel||Syracuse, NY||Sep 2009 - Apr 2010||< 1|
|Holy Shirt||Syracuse, NY||Jun 2009 - Sep 2009||< 1|
|Traditions||Syracuse, NY||Mar 2009 - Jun 2009||< 1|
|Pizza Plant||Buffalo, NY||Sep 2008 - Mar 2009||< 1|
|Just For Kids||Buffalo, NY||Mar 2008 - Mar 2009||1|
|Full Time Student||Albany, NY||Jan 2007 - Feb 2009||2|
|Campus Cafe||Buffalo, NY||Oct 2007 - May 2008||< 1|
|Tack Astor's||Buffalo, NY||Sep 2007 - Oct 2007||< 1|
|City Of Syracuse||Syracuse, NY||May 2007 - Sep 2007||< 1|
|Coffee Pavilion||Syracuse, NY||May 2007 - Sep 2007||< 1|
|Bugaboo Creek||Albany, NY||Oct 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management3,475MILLIONS
Total Number of Accounts18,688ACCOUNTS
Average Account Value$185,929
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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