Kathryn
Ragaisis
Credit Suisse Securities (Usa) LLC
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About this Advisor
Kathryn Ragaisis is a financial advisor operating out of Morrisville, North Carolina with 2 years of relevant experience. Ragaisis is currently employed by Credit Suisse Securities (Usa) LLC. Over the course of their career, Ragaisis has held roles at Charles Schwab & Co., Inc, University Of New Haven and Credit Suisse Securities (Usa) LLC. Ragaisis has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can advise clients in North Carolina. Credit Suisse Securities (Usa) LLC is a financial advisory firm that has its headquarters in New York, NY. It administers $785 million in total assets between its 22 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 22 accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a few services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. A financial advisor's fee schedules depend on the type of services. However, fees billed by Credit Suisse Securities (Usa) LLC can include any combination of asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Credit Suisse Securities (Usa) LLC Brokerage Details
$784,838,215
3,796
22
$35,674,464
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Kathryn Ragaisis Work History
Kathryn has been registered as a financial advisor for 2 years.*
Credit Suisse Securities (Usa) LLC
Charles Schwab & Co., Inc
University Of New Haven
*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 Kathryn Ragaisis 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 Credit Suisse Securities (Usa) LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
Boston, MA
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