Katrina Consiglio
Katrina Consiglio is a registered investment advisor at Raymond James & Associates, INC., based in Latham, NY, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
25 British American Blvd, Floor 2, Latham, NY, 12110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katrina is involved with several non-profit organizations, including St. Vincent de Paul Church, Teresian House Foundation, American Heart Association, Strong Through Every Mile, Albany Elks Lodge #49, and Women United of the United Way. She dedicates minimal time to each of these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLCBroker
First Albany CorporationBroker
State Registrations20 states
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