Unclaimed Profile

Kathy Marie Wilhelm

BOENNING & SCATTERGOOD, INC.·WEST CONSHOHOCKEN, Pennsylvania

SIE, Series 4, Series 7, Series 24, Series 55, Series 57TO, Series 63, Series 99TOClean recordBOENNING & SCATTERGOOD, INC.

FOUR TOWER BRIDGE, 200 BARR HARBOR DRIVE, WEST CONSHOHOCKEN, PA 19428CRD# 1247737Firm CRD# 100

Profile Verification

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

Identity

Kathy Marie Wilhelm · WEST CONSHOHOCKEN, PA

Registration

CRD #1247737 · BOENNING & SCATTERGOOD, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 55

Series 57TO

Series 63

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOENNING & SCATTERGOOD, INC.

CRD 100 · SEC 801-68111

AUM

$1.2B

Regulatory assets under management

Employees

1,321 client accounts

Services offered by BOENNING & SCATTERGOOD, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BOENNING & SCATTERGOOD, INC. →

Introduction

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Frequently Asked Questions

What services does Kathy Marie Wilhelm offer?

Kathy Marie Wilhelm specializes in Financial Planning, Investment Management. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.

What are Kathy Marie Wilhelm's credentials?

Kathy Marie Wilhelm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathy Marie Wilhelm located?

Kathy Marie Wilhelm is based in WEST CONSHOHOCKEN, Pennsylvania, working with BOENNING & SCATTERGOOD, INC.. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.

How does Kathy Marie Wilhelm charge for services?

Kathy Marie Wilhelm's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOENNING & SCATTERGOOD, INC.?

BOENNING & SCATTERGOOD, INC. has approximately 76 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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