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Kathryn Jane Meredith

MEREDITH KATHRYN JANE·VICTOR, New York
Clean recordMEREDITH KATHRYN JANE
50 SQUARE DRIVE, VICTOR, NY 14564CRD# 2083130Firm CRD# 107524

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathryn Jane Meredith · VICTOR, NY
Registration
CRD #2083130 · MEREDITH KATHRYN JANE
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kathryn Jane Meredith is a registered financial advisor based in VICTOR, New York, affiliated with MEREDITH KATHRYN JANE. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HARNISH, JOHN, PAUL
KM ADVISORY SERVICES
AUM
$172M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at HARNISH, JOHN, PAUL →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2083130
Firm CRD# 107524
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathryn Jane Meredith offer?
Kathryn Jane Meredith specializes in Financial Planning, Investment Management. Contact their office in VICTOR, New York for a consultation.
What are Kathryn Jane Meredith's credentials?
Kathryn Jane Meredith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Jane Meredith located?
Kathryn Jane Meredith is based in VICTOR, New York, working with MEREDITH KATHRYN JANE. Their office serves clients in the VICTOR metropolitan area and surrounding communities.
How does Kathryn Jane Meredith charge for services?
Kathryn Jane Meredith's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEREDITH KATHRYN JANE?
MEREDITH KATHRYN JANE has approximately 4 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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