Kathryn Satterthwaite
Kathryn Satterthwaite is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 18 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
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathryn is a board member for Gestalt Community Schools since 2017, dedicating minimal time per month. She also serves on the school's finance committee, spending minimal time reviewing the organization's financial state and advising on financial decisions.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
First Horizon Advisors, INC
Ftb Advisors, INC.
Ftb Advisors, INC.
First Horizon Advisors, INC.Broker
State Registrations1 state
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