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Karin Elizabeth Isherwood Coulter

ENDURANCE WEALTH MANAGEMENT, INC.·PROVIDENCE, Rhode Island
Series 65Clean record10 years registeredENDURANCE WEALTH MANAGEMENT, INC.
101 DYER STREET 4TH FLOOR, PROVIDENCE, RI 02903-7104CRD# 2685649Firm CRD# 148129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karin Elizabeth Isherwood Coulter · PROVIDENCE, RI
Registration
CRD #2685649 · ENDURANCE WEALTH MANAGEMENT, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

Sep 2023present
Dec 2015Sep 2023
PROVIDENCE, RI
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 1, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ENDURANCE WEALTH MANAGEMENT, INC.
CRD 148129 · SEC 801-70077
AUM
$1.0B
Regulatory assets under management
Employees
9
778 client accounts
Services offered by ENDURANCE WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Karin Elizabeth Isherwood Coulter offer?
Karin Elizabeth Isherwood Coulter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.
What are Karin Elizabeth Isherwood Coulter's credentials?
Karin Elizabeth Isherwood Coulter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karin Elizabeth Isherwood Coulter located?
Karin Elizabeth Isherwood Coulter is based in PROVIDENCE, Rhode Island, working with ENDURANCE WEALTH MANAGEMENT, INC.. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does Karin Elizabeth Isherwood Coulter charge for services?
Karin Elizabeth Isherwood Coulter's firm is compensated through percentage of aum, other: 1 non-discretionary account. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENDURANCE WEALTH MANAGEMENT, INC.?
ENDURANCE WEALTH MANAGEMENT, INC. has approximately 9 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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