Katrena B. Shipp

MARIDEA WEALTH MANAGEMENT

SHAVANO PARK, TX 78231

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CRD#: 2360299

Professional summary

Katrena Boujai Shipp, who also goes by Katrena Nicole Boujai, Trena Boujai, Katrena Nicole Joujai, Katrena Nicole Koujai, Katrena Nicole Shipp, is a registered financial advisor currently at MARIDEA WEALTH MANAGEMENT located in Shavano Park, Texas and PRIVATE CLIENT SERVICES, LLC located in San Antonio, Texas.

Katrena is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Katrena has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Katrena Nicole Boujai | Trena Boujai | Katrena Nicole Joujai | Katrena Nicole Koujai | Katrena Nicole Shipp

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.

1) Maridea Insurance Company, LLC; Not investment-related; Same address; Licensed Insurance Agent; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katrena Boujai Shipp'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

November 1, 2024 - Present

MARIDEA WEALTH MANAGEMENT

Office #1: 3009 Napier Park, Shavano Park, TX 78231

RIA

CRD#: 325523

SHAVANO PARK, TX

Current

April 4, 2025 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 3009 Napier Park Ste 101, San Antonio, TX 78231

RIA

CRD#: 120222

San Antonio, TX

Past

October 10, 2017 - July 30, 2024

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

SAN ANTONIO, TX

Past

October 10, 2017 - July 30, 2024

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

SAN ANTONIO, TX

Past

March 31, 2015 - September 8, 2017

MORGAN STANLEY

RIA

CRD#: 149777

GREENWICH, CT

Past

March 17, 2015 - September 8, 2017

MORGAN STANLEY

CRD#: 149777

GREENWICH, CT

Past

November 25, 2005 - August 17, 2009

U.S. BANCORP ADVISORS, LLC

RIA

CRD#: 14455

LOS ANGELES, CA

Past

June 3, 2003 - August 17, 2009

U.S. BANCORP ADVISORS, LLC

CRD#: 14455

LOS ANGELES, CA

Past

April 23, 1997 - July 9, 1997

FPS BROKER SERVICES, INC.

CRD#: 25065

KING OF PRUSSIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARIDEA WEALTH MANAGEMENT

CRD#: 325523 / SEC#: 801-129360

RIA

Registered Investment Advisory firm - (1/31/2024 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Connecticut
(4/4/2025)

Florida
(4/4/2025)

New York
(4/4/2025)

IAR

Texas
(11/1/2024)

Texas
(4/4/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/16/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/17/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/22/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/30/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MARIDEA WEALTH MANAGEMENT

CRD#: 325523 / SEC#: 801-129360

RIA

Registered Investment Advisory firm - (1/31/2024 Approved)

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Contact information

Main Address

25 Kent Avenue Suite 401, Brooklyn, NY 11249

Mailing Address

Phone number

(347) 289-5227

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (8/13/2025)

Regulatory assets under management

Total Number of Accounts	2,509
AUM (Assets Under Management)	$ 469,226,780

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.

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Advisor Monitoring

Firm Stability Insights

Katrena B. Shipp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katrena Boujai Shipp's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

U.S. BANCORP ADVISORS, LLC

U.S. BANCORP ADVISORS, LLC

FPS BROKER SERVICES, INC.

Primary Firm SEC Registration

MARIDEA WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 4/16/2015

SIE

Date: 10/1/2018

Series 7

Date: 3/17/2015

Series 6

Date: 4/22/1997

Series 24

Date: 8/30/2005

FINRA

Current Firm

MARIDEA WEALTH MANAGEMENT

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARIDEA WEALTH MANAGEMENT

TRUST BUT VERIFY

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