Kathryn Vunic
Kathryn Vunic is a registered investment advisor at Cetera Investment Advisers LLC, based in New York, NY, with 20 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
157 Columbus Ave 4th Floor, New York, NY, 10023
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Kathryn is an insurance agent selling life, health, disability, annuities, and long-term care products since 2015. She also owns Vunic LLC, a tax preparation business, dedicating about 10-20% of her time, and Vunic Financial Management, a financial services business, taking about a quarter of her time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations19 states
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