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Kathryn Ann Stelter

HARTFORD INVESTMENT FINANCIAL SERVICES, LLC·SIMSBURY, Connecticut
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200 HOPMEADOW STREET, SIMSBURY, CT 06089CRD# 2768973Firm CRD# 45995
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About

Kathryn Ann Stelter is a registered financial advisor based in SIMSBURY, Connecticut, affiliated with HARTFORD INVESTMENT FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC
AUM
$50.6B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at HARTFORD INVESTMENT FINANCIAL SERVICES, LLC →
Services
Portfolio management (pooled investments)
Other
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2768973
Firm CRD# 45995
10 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathryn Ann Stelter offer?
Kathryn Ann Stelter specializes in Investment Management, Fee-Only Advisory. Contact their office in SIMSBURY, Connecticut for a consultation.
What are Kathryn Ann Stelter's credentials?
Kathryn Ann Stelter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Ann Stelter located?
Kathryn Ann Stelter is based in SIMSBURY, Connecticut, working with HARTFORD INVESTMENT FINANCIAL SERVICES, LLC. Their office serves clients in the SIMSBURY metropolitan area and surrounding communities.
How does Kathryn Ann Stelter charge for services?
Kathryn Ann Stelter'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 HARTFORD INVESTMENT FINANCIAL SERVICES, LLC?
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC has approximately 11 employees and manages $50.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SIMSBURY
David Scott Coburn — COBURN & MEREDITH, INC.Elizabeth Coburn Derway — COBURN & MEREDITH, INC.Mark William Meredith — COBURN & MEREDITH, INC.Amy C Ferris — COBURN & MEREDITH, INC.Barry Mohun Coburn — COBURN & MEREDITH, INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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