DC
DC

Deidra Catus

5 Years of Experience
Waukesha, WI
Broker

Deidra Catus is a registered investment advisor at Raymond James & Associates, INC., based in Waukesha, WI, with 5 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

20800 Swenson Drive, Suite 325, Waukesha, WI, 53186

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Deidra is the sole proprietor and owner of The DMW Collection LLC, an art/culture business, since January 2021. She dedicates minimal time outside of business hours to administrative, customer service, sales/marketing, and other tasks.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
November 2025 - Present · 6 mos
Raymond James & Associates, INC.
November 2025 - Present · 6 mos
Previous Registrations
Morgan Stanley
February 2025 - October 2025 · 8 mos
Morgan StanleyBroker
February 2025 - October 2025 · 8 mos
Empower Financial Services, INC.Broker
July 2023 - July 2024 · 1 yr
J.P. Morgan Securities LLCBroker
August 2020 - August 2021 · 1 yr
Fidelity Brokerage Services LLCBroker
January 2020 - May 2020 · 4 mos
Morgan StanleyBroker
November 2017 - September 2019 · 1 yr 10 mos
Morgan StanleyBroker
April 2017 - June 2017 · 2 mos
Metlife Investors Distribution CompanyBroker
November 2015 - May 2016 · 6 mos
State Registrations51 states
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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.