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KW

Katherine B. Wicker

GALLATIN CAPITAL LLC
New York, NY 10022
Some features on this profile are disabled
CRD#: 1041440
KW

Professional summary


Katherine Bradley Wicker, who also goes by Katherine Lynn Bradley, Katherine Lynn Wicker, is a registered financial professional currently at GALLATIN CAPITAL LLC located in New York, New York.

Katherine is registered as a RR (Registered Representative) and started their career in finance in 1982. Katherine has worked at 9 firms and has passed the Series 63, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Katherine Lynn Bradley | Katherine Lynn Wicker

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Katherine Bradley Wicker's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 10, 2014 - Present

GALLATIN CAPITAL LLC

Office #1: 444 Madison Avenue 29th Floor, New York, NY 10022
BD
CRD#: 124738
New York, NY
Past

January 14, 2003 - November 19, 2012

ROCHDALE SECURITIES LLC

BD
CRD#: 6863
ORINDA, CA
Past

September 1, 1998 - July 9, 2002

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA
Past

April 3, 1998 - September 1, 1998

BANCAMERICA SECURITIES, INC.

BD
CRD#: 17977
SAN FRANCISCO, CA
Past

January 21, 1998 - April 15, 1998

ROCHDALE SECURITIES LLC

BD
CRD#: 6863
STAMFORD, CT
Past

September 8, 1992 - February 15, 1996

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

May 8, 1986 - August 14, 1992

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

August 13, 1984 - May 20, 1986

INTEGRATED RESOURCES MARKETING, INC.

BD
CRD#: 6546
Past

April 10, 1984 - June 12, 1984

CANTOR FITZGERALD & CO.

BD
CRD#: 134
Past

April 6, 1982 - March 2, 1984

LEHMAN BROTHERS INC.

BD
CRD#: 7506

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(12/10/2014)

Exams


State Security Law Exam
RR
Series 63
Date: 11/12/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 2/17/2004
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


GC
GALLATIN CAPITAL LLC
GALLATIN CAPITAL LLC | THE SAGAMORE GROUP, LLC

CRD#: 124738 / SEC#: , 8-65718

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
444 Madison Avenue 29th Floor, New York, NY 10022
Mailing Address
444 Madison Avenue 29th Floor, New York, NY 10022
Phone number
(212) 891-7980
Established
New York since 12/04/2002
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BUSCEMI, ANTHONY RICHARDMEMBER3156872
TAMIS, JENNIFER KELLEHERPASSIVE OWNER4461249
YOUNGBLOOD, JOHN LAWRENCEMAN PRIN AND CHIEF COMPLIANCE OFFICER1335335
ADEN, DANAFINOP2780889

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GALLATIN CAPITAL LLC

CRD#: 124738New York, NY 10022

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