Cathy Vasilev
Professional Summary
Cathy Vasilev, who also goes by Cathy Marvetta Cook, Cathy Marvetta Vasilev, Cathy Vasilev, was a registered financial advisor. Cathy was a previously registered financial professional and started their career in finance 2001 - 2022. Cathy had worked at 10 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Cathy Marvetta Cook, Cathy Marvetta Vasilev, Cathy Vasilev
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
REALIZED FINANCAL, INC. | THORNHILL SECURITIES, INC. | THORNHILL BROKERAGE, INC. | REALIZED FINANCIAL, INC.
Contact Information
Main Address
500 W. 13th Street, Austin, TX 78701Mailing Address
500 W. 13th Street, Austin, TX 78701Phone Number
(512) 472-7171Established
Texas since 03/29/1988Firm Type
CorporationFiscal Year End
MarchFirm Size
Small# of Employees
14FINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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.
Series 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Dec 2002About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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