Kathryn CataldoCRD Number: 4512172
Current Firm: Voya Financial Advisors, Inc.
Kathryn Cataldo (CRD# 4512172) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Worcester, MA and has over 15 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Commonwealth Financial Network
Signator Investors, Inc.
|Voya Financial Advisors||Worcester, MA||Jul 2016 - Current||1|
|Investors Capital Corp.||Lynnfield, MA||Nov 2009 - Jun 2016||6|
|Wachovia Securities, LLC||Worcester, MA||Jan 2008 - Nov 2009||1|
|A.g. Edwards & Sons, Inc.||Worcester, MA||Aug 2002 - Jan 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2002|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops