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Katherine Nadine Brewster

MERION INVESTMENT MANAGEMENT LP·BAY HARBOR ISLANDS, Florida
SIE, Series 7, Series 24, Series 63, Series 79TOClean recordMERION INVESTMENT MANAGEMENT LP
1111 KANE COUNCOURSE, BAY HARBOR ISLANDS, FL 33154CRD# 5438907Firm CRD# 161215

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katherine Nadine Brewster · BAY HARBOR ISLANDS, FL
Registration
CRD #5438907 · MERION INVESTMENT MANAGEMENT LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MERION INVESTMENT MANAGEMENT LP
CRD 161215 · SEC 801-77511
AUM
$354M
Regulatory assets under management
Employees
2
3 client accounts
Services offered by MERION INVESTMENT MANAGEMENT LP
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at MERION INVESTMENT MANAGEMENT LP →
Introduction

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Frequently Asked Questions

What services does Katherine Nadine Brewster offer?
Katherine Nadine Brewster specializes in Retirement Planning. Contact their office in BAY HARBOR ISLANDS, Florida for a consultation.
What are Katherine Nadine Brewster's credentials?
Katherine Nadine Brewster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Nadine Brewster located?
Katherine Nadine Brewster is based in BAY HARBOR ISLANDS, Florida, working with MERION INVESTMENT MANAGEMENT LP. Their office serves clients in the BAY HARBOR ISLANDS metropolitan area and surrounding communities.
How does Katherine Nadine Brewster charge for services?
Katherine Nadine Brewster's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERION INVESTMENT MANAGEMENT LP?
MERION INVESTMENT MANAGEMENT LP has approximately 2 employees and manages $354M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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