Kaitlyn Ramsay-Longley is a CFP-designated registered investment advisor, based in Manchester, NH, with 13 years of industry experience.
Location
1155 Elm Street, 4th Floor, Manchester, NH, 03101
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Kaitlyn is an Investment Advisor Rep and Insurance Agent with Steward Partners. She also owns Taube Wealth Management Group, a support company, and is a board member for The Moore Center, a non-profit, dedicating minimal time to each.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
Santander Securities LLCBroker
LPL Financial LLCBroker
Putnam Retail Management Limited PartnershipBroker
Investacorp, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.