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Catherine M Coombe

COOMBE, BENDER & COMPANY, LLC·ELLENVILLE, New York
SIE, Series 6, Series 7, Series 14, Series 24, Series 63, Series 66CFPClean record1 years registeredCOOMBE, BENDER & COMPANY, LLC
129 SOUTH MAIN STREET, ELLENVILLE, NY 12428CRD# 2155289Firm CRD# 119983

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catherine M Coombe · ELLENVILLE, NY
Registration
CRD #2155289 · COOMBE, BENDER & COMPANY, LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Oct 2024 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 14
Series 24
Series 63
Series 66
Registration record
First registered · October 1, 2024
Years registered · 1
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COOMBE, BENDER & COMPANY, LLC
CRD 119983 · SEC 801-66482
AUM
$247M
Regulatory assets under management
Employees
5
343 client accounts
Services offered by COOMBE, BENDER & COMPANY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COOMBE, BENDER & COMPANY, LLC →
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Frequently Asked Questions

What services does Catherine M Coombe offer?
Catherine M Coombe specializes in Financial Planning, Investment Management. Contact their office in ELLENVILLE, New York for a consultation.
What are Catherine M Coombe's credentials?
Catherine M Coombe holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Catherine M Coombe located?
Catherine M Coombe is based in ELLENVILLE, New York, working with COOMBE, BENDER & COMPANY, LLC. Their office serves clients in the ELLENVILLE metropolitan area and surrounding communities.
How does Catherine M Coombe charge for services?
Catherine M Coombe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COOMBE, BENDER & COMPANY, LLC?
COOMBE, BENDER & COMPANY, LLC has approximately 5 employees and manages $247M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COOMBE, BENDER & COMPANY, LLC

Philip Coombe
ELLENVILLE, NY
CFP

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