Katherine Johnson Braddock
Professional Summary
Katherine Johnson Braddock, who also goes by Katherine Johnson, is a registered financial advisor currently at MTC WEALTH MANAGEMENT located in Denver, Colorado. Katherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Katherine has worked at 3 firms and has passed the Series 7 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Katherine Johnson
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
MTC WEALTH MANAGEMENT | MTC WEALTH MANAGEMENT LLC
Contact Information
Main Address
14055 Riveredge Dr. Suite 525, Tampa, FL 33637Phone Number
(888) 727-9191# of Employees
16SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2AUM (Assets Under Management)
$329,006,989Similar Advisors
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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.
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Primary Firm SEC Registration
MTC WEALTH MANAGEMENT | MTC WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Katherine Johnson Braddock's CRS (Customer Relationship Summary).
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