Katherine Scherlis is a registered investment advisor at Elliott Scherlis Associates, based in Boston, MA, with 11 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
ESA does not offer investment management services. They focus on financial planning for a fee.
Location
Boston, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Elliott Scherlis Associates
State Registrations1 state
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