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Doris Catherine Karras

STRAIGHTLINE
TROY, MI
·CRD# 2865041·29 years experience

Professional Summary

Doris Catherine Karras, who also goes by Barnett Doris, Herman Doris, is a registered financial advisor currently at STRAIGHTLINE located in Troy, Michigan. Doris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Doris has worked at 3 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Barnett Doris, Herman Doris

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

29 years in the financial services industry

Current & Past Employments

STRAIGHTLINE·CRD# 127401
RIA
165 Kirts Blvd, Suite 600, Troy, MI 48084
June 5, 2010 - Present
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
New York, NY
January 11, 2002 - September 22, 2005
MORGAN STANLEY DW INC.·CRD# 7556
BD
Purchase, NY
April 7, 1997 - January 18, 2002

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Current Firm

ST
STRAIGHTLINE

STRAIGHTLINE | STRAIGHTLINE GROUP, LLC | STRAIGHTLINE GROUP, L.L.C | STRAIGHTLINE ADVISORS

CRD#: 127401 / SEC#: 801-63408
RIA
Registered Investment Advisory firm - SEC (8/11/2004 Approved)
Michigan
Registered Investment Advisory firm - Michigan (8/12/2004 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (8/12/2004 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

165 Kirts Blvd. Ste 100, Troy, MI 48084-5200

Phone Number

(248) 269-8366

# of Employees

11

SEC notice filing (34 States and Territories)

Registered to provide investment advisory services in 34 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STRAIGHTLINE ADV PART 2A BROCHURE 7.10.26 (7/10/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,752

AUM (Assets Under Management)

$1,170,377,158

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
01/02/2026Cover PageReport
10/15/2024Cover PageReport
12/21/2023Cover PageReport

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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.

Classic Spokes & Strings LLC; not investment-related; 789 W. Hamlin Road, Rochester Hills, MI 48307; buy, sell, trade, restore, merchandising of vintage motorcycles and guitars; Assistant to the President/Owner, assists in the buy, sell, trade, restore, merchandising of vintage motorcycles and guitars as well as performs research and accounting duties; 7/29/1998-present; 52 hours per month devoted to this business; 0 hours devoted to this business during securities trading hours.

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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".
ST
STRAIGHTLINE

STRAIGHTLINE | STRAIGHTLINE GROUP, LLC | STRAIGHTLINE GROUP, L.L.C | STRAIGHTLINE ADVISORS

CRD#: 127401 / SEC#: 801-63408
RIA
Registered Investment Advisory firm - SEC (8/11/2004 Approved)
Michigan
Registered Investment Advisory firm - Michigan (8/12/2004 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (8/12/2004 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Michigan
(10/19/2010)
IAR
Texas
(6/5/2010)

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 65 — Uniform Investment Adviser Law Examination

Passed Sep 2010About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1997About the Series 63 exam

Series 31 — Futures Managed Funds Examination

Passed Apr 1997About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Mar 1997About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Doris Catherine Karras's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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