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Catherine Angela Maniscalco Avery

CATHERINE AVERY INVESTMENT MANAGEMENT LLC·LONGBOAT KEY, Florida
Series 7, Series 65, Series 63Clean recordCATHERINE AVERY INVESTMENT MANAGEMENT LLC
595 BAY ISLES ROAD, LONGBOAT KEY, FL 34228CRD# 1427402Firm CRD# 144946

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catherine Angela Maniscalco Avery · LONGBOAT KEY, FL
Registration
CRD #1427402 · CATHERINE AVERY INVESTMENT MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Catherine Angela Maniscalco Avery is a registered financial advisor based in LONGBOAT KEY, Florida, affiliated with CATHERINE AVERY INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
CATHERINE AVERY INVESTMENT MANAGEMENT LLC
CAIM LLC
AUM
$112M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CATHERINE AVERY INVESTMENT MANAGEMENT LLC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Other: SUBADVISOR FEES
Regulatory
SEC/IARD CRD# 1427402
Firm CRD# 144946
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catherine Angela Maniscalco Avery offer?
Catherine Angela Maniscalco Avery specializes in Investment Management. Contact their office in LONGBOAT KEY, Florida for a consultation.
What are Catherine Angela Maniscalco Avery's credentials?
Catherine Angela Maniscalco Avery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Angela Maniscalco Avery located?
Catherine Angela Maniscalco Avery is based in LONGBOAT KEY, Florida, working with CATHERINE AVERY INVESTMENT MANAGEMENT LLC. Their office serves clients in the LONGBOAT KEY metropolitan area and surrounding communities.
How does Catherine Angela Maniscalco Avery charge for services?
Catherine Angela Maniscalco Avery's firm is compensated through percentage of aum, other: subadvisor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CATHERINE AVERY INVESTMENT MANAGEMENT LLC?
CATHERINE AVERY INVESTMENT MANAGEMENT LLC has approximately 4 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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