Kathryn Krause (CRD# 4837811) is an Investment Advisor Representative working at Citizens Securities, Inc. in Newton Center, MA and has over 9 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities, Inc. | Westwood, MA | Jan 2023 - Current | 1 |
Citizens Bank, N/a | Newton Center, MA | Jan 2023 - Current | 1 |
Citizens Securities, Inc. | Westwood, MA | Oct 2022 - Dec 2022 | < 1 |
Citizens Bank, N/a | Winchester, MA | Oct 2022 - Dec 2022 | < 1 |
Citizens Bank | Winchester, MA | Nov 2020 - Oct 2022 | 1 |
Citizenss Securities, Inc. | Westwood, MA | Nov 2020 - Oct 2022 | 1 |
Citizens Securities Inc. | Belmont, MA | May 2018 - Nov 2020 | 2 |
Citizens Bank | Belmont, MA | May 2018 - Nov 2020 | 2 |
Citizens Bank | Belmont, MA | Oct 2015 - May 2018 | 2 |
Citizens Securities, Inc. | Belmont, MA | Oct 2015 - May 2018 | 2 |
Branch Manager | Arlington Heights, MA | Jan 2015 - Oct 2015 | < 1 |
Citizens Bank | Wellesley, MA | Nov 2013 - Jan 2015 | 1 |
Cco Investment Services | Wellesley, MA | Nov 2013 - Jan 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2014 |
S65 | NASAA Investment Advisors Law Examination | May 2019 |
- NH
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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