Cathryn
Cato
Maryland Financial Group, Inc
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About this Advisor
Cathryn Cato is a financial advisor operating in Mount Pleasant, South Carolina with a total of 15 years of industry experience. Cato is an employee of Maryland Financial Group, Inc. Their career trajectory has included roles at Fsc Securities Corporation, Maryland Financial Group, Inc and Lpl Financial LLC. Cato maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in South Carolina. Maryland Financial Group, Inc is an advisory business operating out of Rockville, MD. The firm has offices in 18 locations and a total of 40 people on staff. It handles $976 million in total assets across its 3,666 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm advises nine charitable organizations. Of its 3,666 accounts, 38% belong to high-net-worth individuals who have more than $1 million in assets. The firm has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice usually are based on the type of financial services. However, fees billed by Maryland Financial Group, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Maryland Financial Group, Inc Brokerage Details
$975,955,345
40
3,666
$266,218
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Cathryn Cato Work History
Cathryn has been registered as a financial advisor for 15 years.*
Lpl Financial LLC
Maryland Financial Group, Inc
Fsc Securities Corporation
*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 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
Rockville, MD
Jacksonville, FL
Jacksonville, FL
Rockville, MD
Lutherville Timonium, MD
Mount Pleasant, SC
Rockville, MD
Mount Pleasant, SC
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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