Cathleen Keane, financial advisor West Hartford CT

Cathleen Keane

CRD Number: 7084786
Current Firm: Fidelity Personal And Workplace Advisors

Cathleen Keane (CRD# 7084786) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in West Hartford, CT and has over 3 years of experience in the finance industry.

Similar Advisors
Charles Green, financial advisor West Hartford CT
Charles M. Green
CRD# 2726777
Springboard Asset Management LLC
Similar Advisors
Richard Lopresti, financial advisor West Hartford CT
Richard C. Lopresti
CRD# 4297910
Milestone Asset Management Group, LLC
Similar Advisors
Ross Abbott, financial advisor West Hartford CT
Ross H. Abbott
CRD# 2756063
Advice And Planning Services
Company Name Location Dates Years
Fidelity Brokerage Services LLC West Hartford, CT Mar 2019 - Current 3
Home Avon, CT Jan 2009 - Feb 2019 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Cathleen P. Keane
Phone Number: 617-563-7000
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.