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Meridee Kelbey Olsen

CATAMETRICS MANAGEMENT, LLC·WESTPORT, Connecticut
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55 GREENS FARMS ROAD, WESTPORT, CT 06880CRD# 4509924Firm CRD# 172584
01

About

Meridee Kelbey Olsen is a registered financial advisor based in WESTPORT, Connecticut, affiliated with CATAMETRICS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
CATAMETRICS MANAGEMENT, LLC
CATAMETRICS MANAGEMENT, LLC
AUM
$150K
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CATAMETRICS MANAGEMENT, LLC →
Services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4509924
Firm CRD# 172584
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Meridee Kelbey Olsen offer?
Meridee Kelbey Olsen is a registered financial advisor in WESTPORT, Connecticut. Contact their office for details on services offered.
What are Meridee Kelbey Olsen's credentials?
Meridee Kelbey Olsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Meridee Kelbey Olsen located?
Meridee Kelbey Olsen is based in WESTPORT, Connecticut, working with CATAMETRICS MANAGEMENT, LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Meridee Kelbey Olsen charge for services?
Meridee Kelbey Olsen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CATAMETRICS MANAGEMENT, LLC?
CATAMETRICS MANAGEMENT, LLC has approximately 4 employees and manages $150K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CATAMETRICS MANAGEMENT, LLC

Erik Leif Olsen
WESTPORT, CT
Henrik Juhan Neuhaus
WESTPORT, CT

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