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Katherine Zoe Kelly

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.·GLASTONBURY, Connecticut
Clean recordWOOSTER CORTHELL WEALTH MANAGEMENT, INC.
655 WINDING BROOK DRIVE, GLASTONBURY, CT 06033-4335CRD# 7218891Firm CRD# 112243

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katherine Zoe Kelly · GLASTONBURY, CT
Registration
CRD #7218891 · WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Katherine Zoe Kelly is a registered financial advisor based in GLASTONBURY, Connecticut, affiliated with WOOSTER CORTHELL WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
AUM
$453M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WOOSTER CORTHELL WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7218891
Firm CRD# 112243
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Katherine Zoe Kelly offer?
Katherine Zoe Kelly specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GLASTONBURY, Connecticut for a consultation.
What are Katherine Zoe Kelly's credentials?
Katherine Zoe Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Zoe Kelly located?
Katherine Zoe Kelly is based in GLASTONBURY, Connecticut, working with WOOSTER CORTHELL WEALTH MANAGEMENT, INC.. Their office serves clients in the GLASTONBURY metropolitan area and surrounding communities.
How does Katherine Zoe Kelly charge for services?
Katherine Zoe Kelly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOOSTER CORTHELL WEALTH MANAGEMENT, INC.?
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $453M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

Alan Dale Wooster
GLASTONBURY, CT
Lynn Rickards Corthell
GLASTONBURY, CT
Matthew William Corthell
GLASTONBURY, CT

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Research
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