Katelyn Edge is a registered investment advisor, based in North Reading, MA, with 15 years of industry experience.
Location
North Reading, MA
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Regulatory History
Clean regulatory record
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.
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Current Registrations
Citi Private Alternatives, LLC
November 2017 - Present · 8 yrs 6 mos
Citi Private Alternatives, LLCBroker
November 2017 - Present · 8 yrs 6 mos
Citigroup Global Markets INC.
October 2017 - Present · 8 yrs 7 mos
Citigroup Global Markets INC.
July 2017 - Present · 8 yrs 10 mos
Citigroup Global Markets INC.Broker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Sanford C. Bernstein & CO., LLCBroker
March 2015 - July 2017 · 2 yrs 4 mos
Citigroup Global Markets INC.Broker
October 2012 - March 2015 · 2 yrs 5 mos
Knight Capital Americas LLCBroker
July 2012 - September 2012 · 2 mos
Knight Capital Americas, L.P.Broker
January 2011 - July 2012 · 1 yr 6 mos
Knight Libertas LLCBroker
January 2011 - January 2011 · 0 mos
State Registrations33 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.