Cathryn
Cato

Maryland Financial Group, Inc

CRD#4178444
Investment Advisor
in Mount Pleasant, SC

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About this Advisor

Cathryn Cato is a financial advisor based in Mount Pleasant, South Carolina, working with Maryland Financial Group, Inc. Cathryn has previously held positions at Maryland Financial Group, Inc and Lpl Financial LLC. Cathryn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Cathryn is part of Maryland Financial Group, Inc, which operates out of Mount Pleasant, South Carolina. The firm has 18 offices and 40 employees. The firm manages assets totaling $1.1 billion 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 Maryland Financial Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

210 Wingo Way St 300
Mount Pleasant, SC 29464

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Maryland Financial Group, Inc Brokerage Details

Total Assets Under Management

$1,112,399,451

SC Average: $6,889,882,315
Total Number of Employees

40

SC Average: 45
Total Number of Accounts

3,859

SC Average: 765
Average Account Size

$288,261

SC Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Cathryn Cato Work History

2014 - Present (10 years)

Lpl Financial LLC

2008 - Present (16 years)

Maryland Financial Group, Inc

Disclosures

Please visit the SEC profile of Cathryn Cato 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 Maryland Financial Group, Inc

Morgan Crawford
Mount Pleasant, SC
David Mandell
Mount Pleasant, SC
Trent Derrick
Mount Pleasant, SC
Thomas Brophy
Mount Pleasant, SC
Thomas Trela
Lutherville Timonium, MD
Martin Sullens
Marietta, GA
Thomas Bonorden
Rockville, MD
Susan Dixson
Rockville, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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