Unclaimed Profile

Kathryn Marie Dion

BIGELOW INVESTMENT ADVISORS, LLC·PORTLAND, Maine

Clean recordBIGELOW INVESTMENT ADVISORS, LLC

4 MOULTON STREET, PORTLAND, ME 04101CRD# 5317814Firm CRD# 143733

Profile Verification

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

Identity

Kathryn Marie Dion · PORTLAND, ME

Registration

CRD #5317814 · BIGELOW INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kathryn Marie Dion is a registered financial advisor based in PORTLAND, Maine, affiliated with BIGELOW INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Kathryn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kathryn is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

BIGELOW INVESTMENT ADVISORS, LLC

AUM

$467M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BIGELOW INVESTMENT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5317814

Firm CRD# 143733

View on FINRA BrokerCheck →

Looking for a financial advisor in PORTLAND?

Browse all registered financial advisors in PORTLAND, Maine or claim this profile if it's yours.

Browse PORTLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kathryn Marie Dion offer?

Kathryn Marie Dion specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.

What are Kathryn Marie Dion's credentials?

Kathryn Marie Dion is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathryn Marie Dion located?

Kathryn Marie Dion is based in PORTLAND, Maine, working with BIGELOW INVESTMENT ADVISORS, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Kathryn Marie Dion charge for services?

Kathryn Marie Dion's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BIGELOW INVESTMENT ADVISORS, LLC?

BIGELOW INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $467M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →