Unclaimed Profile

Amy Bethanna King

KATHMERE CAPITAL MANAGEMENT, LLC·WAYNE, Pennsylvania

SIE, Series 7, Series 66Clean record19 years registeredKATHMERE CAPITAL MANAGEMENT, LLC

435 DEVON PARK DRIVE, WAYNE, PA 19087CRD# 5175433Firm CRD# 305118

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Bethanna King · WAYNE, PA

Registration

CRD #5175433 · KATHMERE CAPITAL MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KATHMERE CAPITAL MANAGEMENT, LLC

MPB WEALTH MANAGEMENT, LLC

Nov 2020 – Sep 2021

HARRISBURG, PA

BLUESTONE CAPITAL MANAGEMENT, LLC

May 2016 – Dec 2019

WAYNE, PA

CREDIT SUISSE SECURITIES (USA) LLC

Oct 2011 – Nov 2014

WEST CONSHOHOCKEN, PA

LPL FINANCIAL CORPORATION

Apr 2009 – Dec 2009

PHILADELPHIA, PA

LINSCO/PRIVATE LEDGER CORP.

Feb 2007 – Nov 2007

PHILADELPHIA, PA

AXA ADVISORS, LLC

Sep 2006 – Jan 2007

BALA CYNWYD, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 6, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KATHMERE CAPITAL MANAGEMENT, LLC

CRD 305118 · SEC 801-117215

AUM

$1.8B

Regulatory assets under management

Employees

2,090 client accounts

Services offered by KATHMERE CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KATHMERE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Amy Bethanna King offer?

Amy Bethanna King specializes in Financial Planning, Investment Management, Wealth Management.

What are Amy Bethanna King's credentials?

Amy Bethanna King is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Bethanna King located?

Amy Bethanna King is based in WAYNE, Pennsylvania, last registered with KATHMERE CAPITAL MANAGEMENT, LLC.

How does Amy Bethanna King charge for services?

Amy Bethanna King's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KATHMERE CAPITAL MANAGEMENT, LLC?

KATHMERE CAPITAL MANAGEMENT, LLC has approximately 17 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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