Katharine C. Earhart
Professional summary
Katharine Clark Earhart, who also goes by Katharine Earhart Batcheller, Kassy Earhart, is a registered financial advisor currently at FAIRLIGHT ADVISORS located in Oakland, California.
Katharine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Katharine has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Katharine Clark Earhart's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 30, 2019 - Present
FAIRLIGHT ADVISORS
May 10, 2016 - September 18, 2019
ALESCO ADVISORS LLC
October 21, 2013 - March 18, 2016
BLACKROCK INVESTMENTS, LLC
February 18, 1993 - December 17, 1999
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/30/2019)
(2/22/2022)
(2/28/2024)
Exams
Series 8
Date: 11/6/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
FAIRLIGHT ADVISORS
CRD#: 305352 / SEC#: 801-135592
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 86 |
| AUM (Assets Under Management) | $ 109,264,680 |
Red Flags
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