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KR

Katherine D. Ring

STASH CAPITAL LLC
NEW YORK, NY 10016
Some features on this profile are disabled
CRD#: 4934458
KR

Professional summary


Katherine Dailey Ring, who also goes by Katherine Mary Dailey, is a registered financial professional currently at STASH CAPITAL LLC located in New York, New York.

Katherine is registered as a RR (Registered Representative) and started their career in finance in 2005. Katherine has worked at 8 firms and has passed the Series 66, Series 99TO, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Katherine Mary Dailey

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Katherine Dailey Ring'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

August 25, 2022 - Present

STASH CAPITAL LLC

Office #1: 450 Park Avenue South Suite 10-111, New York, NY 10016
BD
CRD#: 287728
NEW YORK, NY
Past

July 3, 2013 - October 1, 2013

NESTWISE LLC

RIA
CRD#: 164466
ROCKVILLE, MD
Past

July 3, 2013 - December 22, 2016

INDEPENDENT ADVISERS GROUP CORP

RIA
CRD#: 106684
Fort Mill, SC
Past

July 3, 2013 - July 27, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC
Past

July 3, 2013 - July 27, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

September 20, 2010 - July 27, 2022

FORTIGENT, LLC

RIA
CRD#: 138164
FORT MILL, SC
Past

September 15, 2010 - March 7, 2012

FORTIGENT SECURITIES COMPANY, LLC.

BD
CRD#: 46022
ROCKVILLE, MD
Past

March 24, 2009 - August 31, 2010

SPOT TRADING L.L.C.

BD
CRD#: 47666
CHICAGO, IL
Past

June 22, 2006 - February 6, 2009

BROOKLIGHT PLACE SECURITIES, INC.

RIA
CRD#: 15764
OAK BROOK, IL
Past

April 20, 2005 - February 6, 2009

BROOKLIGHT PLACE SECURITIES, INC.

BD
CRD#: 15764
OAK BROOK, IL

State Registrations and Notice Filings


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

RR
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

RR
New York
(8/25/2022)
RR
North Carolina
(8/25/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/4/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SC
STASH CAPITAL LLC
STASH CAPITAL LLC | STASH FINANCIAL LLC

CRD#: 287728 / SEC#: , 8-69908

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
450 Park Avenue South Suite 10-111, New York, NY 10016
Mailing Address
115 E 34th St P.o. Box 1922, New York, NY 10016
Phone number
(800) 205-5164
Established
Delaware since 01/23/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
STASH FINANCIAL, INC.SOLE MEMBER
DANIELS, RICHARD MATTHEWFINOP5877964
KOPKIND, SAM MICHAELCHIEF COMPLIANCE OFFICER4612963
KRIEG, BRANDON ALEXCEO4074156

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.

Company Information


STASH CAPITAL LLC

CRD#: 287728New York, NY 10016

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