Caterina Holt
Caterina Holt is a registered investment advisor at Raymond James & Associates, INC., based in Muskegon, MI, with 14 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
700 Terrace Point Dr, Ste 400, Muskegon, MI, 49440
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Caterina owns MC Muskegon Properties, LLC, a rental real estate business, dedicating a few hours per week to it. She also owns Third Monkey Functional Fitness and is a partner in Third Monkey Holdings, LLC, spending minimal time on each.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations43 states
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