Katelyn Mccloskey
Katelyn Mccloskey is a registered investment advisor at Cetera Investment Advisers LLC, based in Monroe, LA, with 3 years of industry experience. Katelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Monroe, LA
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Katelyn is a financial professional at Emerald Retirement Planning Group, Inc., dedicating about 10-20% of her time to this role. She also serves as a board member for Strauss Theatre Center, a non-profit, spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Ameritas Investment Company, LLCBroker
State Registrations7 states
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.