Unclaimed Profile

Catherine Suits Bolton

LONGVIEW WEALTH MANAGEMENT, INC.·ATLANTA, Georgia

SIE, Series 7, Series 24, Series 53, Series 63, Series 66Clean record23 years registeredLONGVIEW WEALTH MANAGEMENT, INC.

1100 JOHNSON FERRY RD NE, ATLANTA, GA 30342CRD# 4207389Firm CRD# 136214

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Catherine Suits Bolton · ATLANTA, GA

Registration

CRD #4207389 · LONGVIEW WEALTH MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LONGVIEW WEALTH MANAGEMENT, INC.

LONGVIEW WEALTH MANAGEMENT

May 2007 – Dec 2019

Atlanta, GA

FINANCIAL NETWORK INVESTMENT CORPORATION

Feb 2003 – Dec 2006

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · February 27, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LONGVIEW WEALTH MANAGEMENT, INC.

CRD 136214 · SEC 801-64708

AUM

$987M

Regulatory assets under management

Employees

3,074 client accounts

Services offered by LONGVIEW WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LONGVIEW WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Catherine Suits Bolton offer?

Catherine Suits Bolton specializes in Financial Planning, Investment Management, Wealth Management.

What are Catherine Suits Bolton's credentials?

Catherine Suits Bolton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Catherine Suits Bolton located?

Catherine Suits Bolton is based in ATLANTA, Georgia, last registered with LONGVIEW WEALTH MANAGEMENT, INC..

How does Catherine Suits Bolton charge for services?

Catherine Suits Bolton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LONGVIEW WEALTH MANAGEMENT, INC.?

LONGVIEW WEALTH MANAGEMENT, INC. has approximately 26 employees and manages $987M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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