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KF

Karen L. Fechtor

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CRD#: 2128775
KF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Karen L Fechtor, who also goes by Karen Lisa Fechtor, Kay Fechtor, Karen Lisa Fechtor-kritzer, Karen Lisa Fechtorkritzer, Karen F Fechtorkritzr, Karen Fechtor, Karen F Kritzer, was a registered financial professional .

Karen is a previously registered financial professional and started their career in finance in 1991. Karen had worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Karen Lisa Fechtor | Kay Fechtor | Karen Lisa Fechtor-Kritzer | Karen Lisa Fechtorkritzer | Karen F Fechtorkritzr | Karen Fechtor | Karen F Kritzer

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 29, 2021 - June 17, 2021

GRANITE ADVISORS LLC

RIA
CRD#: 312998
Quincy, MA
Past

April 12, 2017 - January 15, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WELLESLEY HILLS, MA
Past

April 12, 2017 - January 15, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WELLESLEY HILLS, MA
Past

October 4, 2016 - April 4, 2017

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
NEEDHAM, MA
Past

June 3, 2016 - April 4, 2017

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEEDHAM, MA
Past

May 13, 2011 - October 10, 2014

REVERE SECURITIES LLC

BD
CRD#: 14178
BOSTON, MA
Past

July 6, 2005 - December 31, 2005

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

August 3, 2001 - July 7, 2003

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

March 2, 1998 - August 8, 2001

DETWILER FENTON & CO.

BD
CRD#: 1794
BOSTON, MA
Past

May 8, 1995 - February 20, 1998

WELLS FARGO SECURITIES, LLC

BD
CRD#: 7665
SAN FRANCISCO, CA
Past

March 20, 1991 - June 7, 1995

DETWILER FENTON & CO.

BD
CRD#: 1794
BOSTON, MA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/20/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GA
GRANITE ADVISORS LLC
GRANITE ADVISORS LLC

CRD#: 312998 / SEC#:

Massachusetts
Registered Investment Advisory firm - (4/29/2021 Approved)
South Carolina
Registered Investment Advisory firm - (8/16/2022 Approved)
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Contact information


Main Address
176 Granite Street, Quincy, MA 02169
Mailing Address
Phone number
(617) 479-6300
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

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


GRANITE ADVISORS LLC

CRD#: 312998

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