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Lynn Marie Kastner

WEATHERHELM CAPITAL MANAGEMENT LLC·CAMBRIDGE, New York
Clean recordWEATHERHELM CAPITAL MANAGEMENT LLC
5 WASHINGTON STREET, CAMBRIDGE, NY 12816CRD# 6932074Firm CRD# 175019

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lynn Marie Kastner · CAMBRIDGE, NY
Registration
CRD #6932074 · WEATHERHELM CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lynn Marie Kastner is a registered financial advisor based in CAMBRIDGE, New York, affiliated with WEATHERHELM CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WEATHERHELM CAPITAL MANAGEMENT LLC
WEATHERHELM CAPITAL MANAGEMENT LLC
AUM
$68M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WEATHERHELM CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 6932074
Firm CRD# 175019
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lynn Marie Kastner offer?
Lynn Marie Kastner specializes in Investment Management. Contact their office in CAMBRIDGE, New York for a consultation.
What are Lynn Marie Kastner's credentials?
Lynn Marie Kastner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lynn Marie Kastner located?
Lynn Marie Kastner is based in CAMBRIDGE, New York, working with WEATHERHELM CAPITAL MANAGEMENT LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Lynn Marie Kastner charge for services?
Lynn Marie Kastner's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEATHERHELM CAPITAL MANAGEMENT LLC?
WEATHERHELM CAPITAL MANAGEMENT LLC has approximately 2 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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