Katie
Corsetto
Woloshin Investment Management, LLC
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About this Advisor
Katie Corsetto is a financial advisor based in Medford, New Jersey, who has 8 years of industry experience. Corsetto works at Woloshin Investment Management, LLC. Over the course of their career, they have held roles at Ing Financial Partners, Inc, Mcadam Financial Group, Purshe Kaplan Sterling Investments, Mcadam, LLC, J P Turner & Company LLC, Woloshin Investment Management and Summit Brokerage Service. Corsetto maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in New Jersey. Woloshin Investment Management, LLC is an advisory business operating out of Medford, NJ. It handles $109 million in total assets among its 749 client accounts, placing it among the mid-sized firms in the nation by assets under management. Woloshin Investment Management, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Fees for financial management vary depending on which services the firm provides the client. However, fee types charged by Woloshin Investment Management, LLC most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woloshin Investment Management, LLC Brokerage Details
$109,387,500
3
749
$146,045
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Katie Corsetto Work History
Katie has been registered as a financial advisor for 8 years.*
Woloshin Investment Management
J P Turner & Company LLC
Summit Brokerage Service
Purshe Kaplan Sterling Investments
Mcadam, LLC
Ing Financial Partners, Inc
Mcadam Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Katie Corsetto 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 Woloshin Investment Management, LLC
Medford, NJ
Medford, NJ
Medford, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
