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Kimberly Ann Ratcliffe

SALEM CAPITAL MANAGEMENT INC·WOBURN, Massachusetts
Clean record24 years registeredSALEM CAPITAL MANAGEMENT INC
400 UNICORN PARK DRIVE, WOBURN, MA 01801CRD# 4482911Firm CRD# 108622

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Ann Ratcliffe · WOBURN, MA
Registration
CRD #4482911 · SALEM CAPITAL MANAGEMENT INC · 24 years registered
Brand Profile
Not yet started
01

Career History

F L PUTNAM INVESTMENT MANAGEMENT CO.
Nov 2022 – present
SALEM CAPITAL MANAGEMENT INC
Jan 2002 – Dec 2022
WOBURN, MA
02

Registrations & Exams

Registration record
First registered · January 1, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SALEM CAPITAL MANAGEMENT INC
CRD 108622 · SEC 801-34265
AUM
$285M
Regulatory assets under management
Employees
5
94 client accounts
Services offered by SALEM CAPITAL MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SALEM CAPITAL MANAGEMENT INC →
Introduction

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05

Frequently Asked Questions

What services does Kimberly Ann Ratcliffe offer?
Kimberly Ann Ratcliffe specializes in Investment Management, Wealth Management. Contact their office in WOBURN, Massachusetts for a consultation.
What are Kimberly Ann Ratcliffe's credentials?
Kimberly Ann Ratcliffe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Ann Ratcliffe located?
Kimberly Ann Ratcliffe is based in WOBURN, Massachusetts, working with SALEM CAPITAL MANAGEMENT INC. Their office serves clients in the WOBURN metropolitan area and surrounding communities.
How does Kimberly Ann Ratcliffe charge for services?
Kimberly Ann Ratcliffe'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 SALEM CAPITAL MANAGEMENT INC?
SALEM CAPITAL MANAGEMENT INC has approximately 5 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Hal Rubin
WOBURN, MA

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