Catherine Elizabeth Farley
Professional Summary
Catherine Elizabeth Farley, who also goes by Catherine Elizabeth Piner, Catherine Elizabeth Stahl, is a registered financial advisor currently at KINTRA WEALTH, LLC located in Williamsport, Pennsylvania. Catherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Catherine has worked at 7 firms and has passed the Series 65, Series 55, Series 7, Series 24, Series 27 and Series 53 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Catherine Elizabeth Piner, Catherine Elizabeth Stahl
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
EVERGREEN WEALTH SOLUTIONS | WARREN WEALTH | TUPLER FINANCIAL | REMBRANDT FINANCIAL GROUP | MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS | LORING ADVISORY GROUP | KINTRA WEALTH, LLC | KINTRA INSTITUTIONAL | KINTRA EXITS | EVERGREEN WEALTH SOLUTIONS, LLC
Contact Information
Main Address
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701Phone Number
(570) 601-6960# of Employees
60SEC notice filing (28 States and Territories)
Registered to provide investment advisory services in 28 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
6,309AUM (Assets Under Management)
$1,501,009,982Similar 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
EVERGREEN WEALTH SOLUTIONS | WARREN WEALTH | TUPLER FINANCIAL | REMBRANDT FINANCIAL GROUP | MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS | LORING ADVISORY GROUP | KINTRA WEALTH, LLC | KINTRA INSTITUTIONAL | KINTRA EXITS | EVERGREEN WEALTH SOLUTIONS, LLC
State Registrations and Notice Filings
(6/10/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Jul 2007Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Catherine Elizabeth Farley's CRS (Customer Relationship Summary).
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