Katherine Reisfeld
Katherine Reisfeld is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Great Barrington, MA, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
250 Maple Avenue, Great Barrington, MA, 01230
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2015Other Business Activities
Katherine owns Ashtanga Yoga Great Barrington, rental property, and is involved with Berkshire Wealth Group and Rhinebeck Wealth Advisors as a financial advisor. She dedicates a few hours per week to the yoga business and rental property, and about half of her time to the financial advisor roles.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations32 states
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