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Bethany Winterbottom Mosshart

STRAIGHTLINE GROUP, LLC·TROY, Michigan
Series 65Clean record15 years registeredSTRAIGHTLINE GROUP, LLC
165 KIRTS BLVD., TROY, MI 48084-5200CRD# 4837560Firm CRD# 127401

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bethany Winterbottom Mosshart · TROY, MI
Registration
CRD #4837560 · STRAIGHTLINE GROUP, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

STRAIGHTLINE
Oct 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 27, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRAIGHTLINE GROUP, LLC
CRD 127401 · SEC 801-63408
AUM
$1.1B
Regulatory assets under management
Employees
10
5,644 client accounts
Services offered by STRAIGHTLINE GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at STRAIGHTLINE GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Bethany Winterbottom Mosshart offer?
Bethany Winterbottom Mosshart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TROY, Michigan for a consultation.
What are Bethany Winterbottom Mosshart's credentials?
Bethany Winterbottom Mosshart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bethany Winterbottom Mosshart located?
Bethany Winterbottom Mosshart is based in TROY, Michigan, working with STRAIGHTLINE GROUP, LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.
How does Bethany Winterbottom Mosshart charge for services?
Bethany Winterbottom Mosshart's firm is compensated through percentage of aum, subscription fees, other: insurance commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRAIGHTLINE GROUP, LLC?
STRAIGHTLINE GROUP, LLC has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRAIGHTLINE GROUP, LLC

Steven Fisher Mosshart
TROY, MI
Michael Fred Bisaro
TROY, MI
Robert Thomas Rickey
TROY, MI
CFP
Doris Catherine Karras
TROY, MI

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