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KP

Katherine A. Price

CAMPBELL LUTYENS & CO.
New York, NY 10111
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CRD#: 5541080
KP

Professional summary


Katherine Alberti Price, who also goes by Katherine E Alberti, Katherine Elizabeth Alberti Ms., Katherine Elizabeth Alberti, Katherine Alberti, Katherine Price, is a registered financial professional currently at CAMPBELL LUTYENS & CO. INC. located in New York, New York.

Katherine is registered as a RR (Registered Representative) and started their career in finance in 2008. Katherine has worked at 5 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Katherine E Alberti | Katherine Elizabeth Alberti Ms. | Katherine Elizabeth Alberti | Katherine Alberti | Katherine Price

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 Alberti Price's 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

October 6, 2021 - Present

CAMPBELL LUTYENS & CO. INC.

Office #1: 630 Fifth Ave. 36th Floor, New York, NY 10111
BD
CRD#: 133376
New York, NY
Past

June 29, 2018 - October 7, 2021

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

June 27, 2016 - November 16, 2016

MERRILL LYNCH PROFESSIONAL CLEARING CORP.

BD
CRD#: 16139
NEW YORK, NY
Past

June 27, 2016 - May 23, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 16, 2008 - November 19, 2014

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY

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
Alabama
(10/6/2021)
RR
Alaska
(10/6/2021)
RR
Arizona
(10/6/2021)
RR
Arkansas
(10/6/2021)
RR
California
(10/6/2021)
RR
Colorado
(10/6/2021)
RR
Connecticut
(10/6/2021)
RR
Delaware
(10/6/2021)
RR
District of Columbia
(10/6/2021)
RR
Florida
(10/6/2021)
RR
Georgia
(10/6/2021)
RR
Hawaii
(10/6/2021)
RR
Idaho
(10/6/2021)
RR
Illinois
(10/6/2021)
RR
Indiana
(10/6/2021)
RR
Iowa
(10/6/2021)
RR
Kansas
(10/6/2021)
RR
Kentucky
(10/6/2021)
RR
Louisiana
(10/6/2021)
RR
Maine
(10/6/2021)
RR
Maryland
(10/6/2021)
RR
Massachusetts
(10/6/2021)
RR
Michigan
(10/6/2021)
RR
Minnesota
(10/6/2021)
RR
Mississippi
(10/6/2021)
RR
Missouri
(10/6/2021)
RR
Montana
(10/6/2021)
RR
Nebraska
(10/6/2021)
RR
Nevada
(10/6/2021)
RR
New Hampshire
(10/6/2021)
RR
New Jersey
(10/6/2021)
RR
New Mexico
(10/6/2021)
RR
New York
(10/6/2021)
RR
North Carolina
(10/6/2021)
RR
North Dakota
(10/6/2021)
RR
Ohio
(10/6/2021)
RR
Oklahoma
(10/6/2021)
RR
Oregon
(10/6/2021)
RR
Pennsylvania
(10/6/2021)
RR
Rhode Island
(10/6/2021)
RR
South Carolina
(10/6/2021)
RR
South Dakota
(10/6/2021)
RR
Tennessee
(10/6/2021)
RR
Texas
(10/6/2021)
RR
Utah
(10/6/2021)
RR
Vermont
(10/6/2021)
RR
Virginia
(10/6/2021)
RR
Washington
(10/6/2021)
RR
West Virginia
(10/6/2021)
RR
Wisconsin
(10/6/2021)
RR
Wyoming
(10/6/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 9/19/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 12/31/2014
National Commodity Futures Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CL
CAMPBELL LUTYENS & CO. INC.
CAMPBELL LUTYENS & CO. INC.

CRD#: 133376 / SEC#: , 8-66720

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


Main Address
630 Fifth Ave. 36th Floor, New York, NY 10111
Mailing Address
630 Fifth Ave. 36th Floor, New York, NY 10111
Phone number
(212) 223-8448
Established
Delaware since 03/04/2004
Firm type
Corporation
Fiscal year end
April
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
CAMPBELL LUTYENS HOLDINGS LIMITEDHOLDING CO. OWNER
COOPER, GERALD LEWISDIRECTOR4848399
DAVIDSSON, CHRISTOFFERPRESIDENT/DIRECTOR3021081
MARROQUIN, GUILLERMODIRECTOR2791001
PANGBORN, JOEL WILLIAMSONCHIEF COMPLIANCE OFFICER5489742
PAOLINO, CHRISTOPHER SRFINANCIAL AND OPERATIONS PRINCIPAL5707178
SANDSTROM, SARAH ANNEDIRECTOR2278556
WIENER, GREGORY SETHAMLCO/DIRECTOR4877612

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


CAMPBELL LUTYENS & CO. INC.

CRD#: 133376New York, NY 10111

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