Kathleen Kuhn is a registered investment advisor, based in Boston, MA, with 30 years of industry experience.
Location
Citi Private Bank, 111 Huntington Avenue, 29th Floor, Boston, MA, 02199
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Citi Private Alternatives, LLC
January 2022 - Present · 4 yrs 4 mos
Citi Private Alternatives, LLCBroker
January 2022 - Present · 4 yrs 4 mos
Citigroup Global Markets INC.
September 2021 - Present · 4 yrs 8 mos
Citigroup Global Markets INC.
May 2007 - Present · 19 yrs
Citigroup Global Markets INC.Broker
May 2007 - Present · 19 yrs
Previous Registrations
Citi Private Advisory, LLCBroker
February 2017 - December 2021 · 4 yrs 10 mos
Citicorp Investment ServicesBroker
May 2007 - May 2007 · 0 mos
Oppenheimer & CO. INC.Broker
January 2003 - May 2007 · 4 yrs 4 mos
Cibc World Markets CORP.Broker
July 1996 - January 2003 · 6 yrs 6 mos
Gruntal & CO. IncorporatedBroker
April 1995 - September 1995 · 5 mos
State Registrations32 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.