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Cathy S Dutton

STEWARD ADVISORS GROUP, LLC·HALFMOON, New York
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139 MEYER ROAD, HALFMOON, NY 12065CRD# 7558199Firm CRD# 321846
01

About

Cathy S Dutton is a registered financial advisor based in HALFMOON, New York, affiliated with STEWARD ADVISORS GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STEWARD ADVISORS GROUP, LLC
STEWARD ADVISORS GROUP, LLC
AUM
$36M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at STEWARD ADVISORS GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7558199
Firm CRD# 321846
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cathy S Dutton offer?
Cathy S Dutton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HALFMOON, New York for a consultation.
What are Cathy S Dutton's credentials?
Cathy S Dutton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cathy S Dutton located?
Cathy S Dutton is based in HALFMOON, New York, working with STEWARD ADVISORS GROUP, LLC. Their office serves clients in the HALFMOON metropolitan area and surrounding communities.
How does Cathy S Dutton charge for services?
Cathy S Dutton'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 STEWARD ADVISORS GROUP, LLC?
STEWARD ADVISORS GROUP, LLC has approximately 9 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Donald Edward Simmons — AIFG CONSULTANTS LTD.Audra Kearney Higgins — AIFG CONSULTANTS LTD.Darren James Leader — AIFG CONSULTANTS LTD.Peter D Smith — STEWARD ADVISORS GROUP, LLCDerek A Kessen — STEWARD ADVISORS GROUP, LLC
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