Kaitlyn
Dowling
Stringer Asset Management, LLC
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About this Advisor
Kaitlyn Dowling is a financial advisor working out of Philadelphia, Pennsylvania, with 1 year of industry experience. Dowling is currently employed by Stringer Asset Management, LLC. During their career, Dowling has held roles at Kennedy Investment Group, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, The Ayco Company, L.P./Mercer Allied, Ubs Financial Services Inc, Macquarie Investment Management, Macquarie Investment Management Business Trust and Stringer Asset Management. Dowling has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania. Stringer Asset Management, LLC is a financial advisory firm that has its headquarters in Memphis, TN. It oversees $44 million in total assets across its 45 customer accounts, placing it among the smaller firms in the country by assets under management. Stringer Asset Management, LLC provides a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees charged by financial advisors typically depend on the financial services provided. However, fees charged by Stringer Asset Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stringer Asset Management, LLC Brokerage Details
$43,774,062
6
45
$972,757
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Kaitlyn Dowling Work History
Kaitlyn has been registered as a financial advisor for 1 years.*
Stringer Asset Management
Macquarie Investment Management Business Trust
Ubs Financial Services Inc
Macquarie Investment Management
The Ayco Company, L.P./Mercer Allied
Raymond James Financial Services Advisors Inc
Raymond James Financial Services
Kennedy Investment 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 Kaitlyn Dowling 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 Stringer Asset Management, LLC
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Philadelphia, PA
Olathe, KS
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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