AdvisorOS Directory
Claim Profile
Unclaimed Profile
KH

Katharine Marshall Huntington

FIDUCIARY TRUST INTERNATIONAL, LLC·LINCOLN, Massachusetts
SIE, Series 7TO, Series 24, Series 65Clean record17 years registeredFIDUCIARY TRUST INTERNATIONAL, LLC
55 OLD BEDFORD RD, LINCOLN, MA 01773CRD# 5626060Firm CRD# 124062

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katharine Marshall Huntington · LINCOLN, MA
Registration
CRD #5626060 · FIDUCIARY TRUST INTERNATIONAL, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

FRANKLIN DISTRIBUTORS, LLC
Dec 2023 – present
FIDUCIARY TRUST INTERNATIONAL, LLC
May 2009 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 24
Series 65
Registration record
First registered · May 12, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FIDUCIARY TRUST INTERNATIONAL, LLC
CRD 124062 · SEC 801-62001
AUM
$6.3B
Regulatory assets under management
Employees
50
469 client accounts
Services offered by FIDUCIARY TRUST INTERNATIONAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at FIDUCIARY TRUST INTERNATIONAL, LLC →
Introduction

Speak with Katharine

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

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

Looking for a financial advisor in LINCOLN?

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

Browse LINCOLN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Katharine Marshall Huntington offer?
Katharine Marshall Huntington specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LINCOLN, Massachusetts for a consultation.
What are Katharine Marshall Huntington's credentials?
Katharine Marshall Huntington is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katharine Marshall Huntington located?
Katharine Marshall Huntington is based in LINCOLN, Massachusetts, working with FIDUCIARY TRUST INTERNATIONAL, LLC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Katharine Marshall Huntington charge for services?
Katharine Marshall Huntington'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 FIDUCIARY TRUST INTERNATIONAL, LLC?
FIDUCIARY TRUST INTERNATIONAL, LLC has approximately 50 employees and manages $6.3B 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 →

Other Advisors at FIDUCIARY TRUST INTERNATIONAL, LLC

Alex Matthew Paul
LINCOLN, MA
CFA
David Stephen Lynch
LINCOLN, MA
Tyler Perry Rodday
LINCOLN, MA
Douglas Matthew Cohen
LINCOLN, MA
Katherine Duffy Burke
LINCOLN, MA
CFA
Todd Adam Burchett
LINCOLN, MA
CFA

More Advisors in LINCOLN, Massachusetts

David Bieler Matias
VODIA CAPITAL, LLC·LINCOLN, MA
Isaac Charles Braley
BTS ASSET MANAGEMENT INC·LINCOLN, MA
Alina Monisov
PEAR TREE PARTNERS, LP·LINCOLN, MA
Avi Deutsch
VODIA CAPITAL, LLC·LINCOLN, MA
Matthew Alexander Pasts
BTS ASSET MANAGEMENT INC·LINCOLN, MA
Anne Marie Umphrey
PEAR TREE ADVISORS, INC.·LINCOLN, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile