Kathleen
Cefalu
Downtown Wealth Studios, LLC
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About this Advisor
Kathleen Cefalu is a financial advisor based in Ipswich, Massachusetts, working with Downtown Wealth Studios, LLC. Kathleen has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Ebsco Information Services, and Downtown Wealth Studios, LLC. Kathleen has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida, Massachusetts, and New York. Currently, Kathleen is part of Downtown Wealth Studios, LLC, which operates out of Ipswich, Massachusetts. The firm has 9 offices and 5 employees. The firm manages assets totaling $886.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Downtown Wealth Studios, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Downtown Wealth Studios, LLC Brokerage Details
$886,324,113
5
116
$7,640,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kathleen Cefalu Work History
Downtown Wealth Studios, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Ebsco Information Services
Disclosures
Please visit the SEC profile of Kathleen Cefalu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Downtown Wealth Studios, LLC
Wellesley, MA
Miami, FL
Ipswich, MA
Cambridge, MA
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