KM
CFP
KM
CFP

Kathryn Medeiros

11 Years of Experience
Hanover, NH
Broker

Kathryn Medeiros is a CFP-designated registered investment advisor, based in Hanover, NH, with 11 years of industry experience.

Location

44 S. Main St, Floor 2, Hanover, NH, 03755

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History

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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Other Business Activities

Kathryn is a principal member of Torch Family Office, providing family office and executive support services. She also serves as a board member for Advisors in Philanthropy and Special Needs Support Center, dedicating minimal time to each.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2023 - Present · 3 yrs 1 mo
Kestra Investment Services, LLCBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2014 - April 2023 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2014 - April 2023 · 8 yrs 8 mos
State Registrations28 states
CACOCTDCDEFLGAHIIAINLAMAMEMIMTNCNHNJNYOHORPATXUTVAVTWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kathryn Medeiros - Financial Advisor | TrueAdvisor