Kathryn Lynn Overstreet
Professional Summary
Kathryn Lynn Overstreet is a registered financial advisor currently at AVM, L.P. located in Boca Raton, Florida. Kathryn is registered as a RR (Registered Representative) and started their career in finance in 2012. Kathryn has worked at 1 firm and has passed the SIE and Series 99 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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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
14 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
ADAMS, VINER & MOSLER, LTD. | AVM, L.P. | ADAMS, VINER, & MOSLER, LTD.
Contact Information
Main Address
777 Yamato Road Suite 300, Boca Raton, FL 33431Mailing Address
777 Yamato Road Suite 300, Boca Raton, FL 33431Phone Number
(561) 544-4400Established
Illinois since 09/30/1983Firm Type
PartnershipFiscal Year End
DecemberFirm Size
SmallFINRA licenses (8 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| HSZ HOLDINGS, LLC | LIMITED PARTNER | — |
| LESTER N. COYLE REVOCABLE TRUST | LIMITED PARTNER | — |
| PANTHERS INVESTMENT LIMITED PARTNERSHIP | LIMITED PARTNER | — |
| PELLEGRINO, CHRISTIAN MINASSIAN | LIMITED PARTNER | 6053985 |
| PREST, JASON | LIMITED PARTNER | 4475716 |
| SARAOGI HOLDINGS, LLC | LIMITED PARTNER | — |
| WYLER, SCOTT LAWRENCE | CHIEF EXECUTIVE OFFICER | 2869488 |
| WYLER, SCOTT LAWRENCE | LIMITED PARTNER | 2869488 |
| ANUAR, YELENA NMN | LIMITED PARTNER | 6253705 |
| ANUAR, YELENA NMN | CHIEF FINANCIAL OFFICER | 6253705 |
| AVM ASSOCIATES LLC | GENERAL PARTNER | — |
| COYLE, LESTER NOEL | TRUSTEE OF THE LESTER N. COYLE REVOCABLE TRUST | 4727659 |
| HANSEN, KAREN MARIE | GENERAL COUNSEL | 5291197 |
| HANSEN, KAREN MARIE | TRUSTEE OF THE KAREN M. HANSEN REVOCABLE TRUST | 5291197 |
| OLOFSSON, THOMAS ROLF | LIMITED PARTNER | 3244639 |
| POLLARD, JOHN DAVID JR | CHIEF COMPLIANCE OFFICER | 7884559 |
| PRINTZ, ROBERT ANDREW | PRESIDENT | 2348404 |
| THE KAREN M. HANSEN REVOCABLE TRUST | LIMITED PARTNER | — |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Kathryn Lynn Overstreet's CRS (Customer Relationship Summary).
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