Kathleen M. Hedges
Professional summary
Kathleen Mary Hedges, CFP®, who also goes by Kitty Mary Hedges, Kitty Mary Pero, is a registered financial advisor currently at HAMILTON CAPITAL located in Columbus, Ohio.
Kathleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kathleen has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kathleen Mary Hedges's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1988
Experience
April 20, 2011 - Present
HAMILTON CAPITAL
Office #1: 5025 Arlington Centre Blvd Suite 300, Columbus, OH 43220December 22, 2009 - March 25, 2011
OSAIC WEALTH, INC.
February 1, 2006 - January 10, 2008
CITIGROUP GLOBAL MARKETS INC.
January 6, 2005 - January 10, 2008
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
HAMILTON CAPITAL
CRD#: 109116 / SEC#: 801-54611
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/20/2011)
(2/28/2023)
Exams
Current Firm
HAMILTON CAPITAL
CRD#: 109116 / SEC#: 801-54611
Contact information
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,076 |
| AUM (Assets Under Management) | $ 4,381,851,944 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/25/2024 | ||
| 07/28/2023 |
Red Flags
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