Katelyn Kriesel, financial advisor Syracuse NY
90 score

Katelyn Kriesel

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Katelyn M. Kriesel
Phone Number: 315-471-2191
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    3,475
    MILLIONS
  • Total Number of Accounts
    18,688
    ACCOUNTS
  • Average Account Value
    $185,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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