Katherine A. Macauley
Professional summary
Katherine Arnot Macauley, who also goes by Katherine Arnot Macauley, Kate Macauley, is a registered financial advisor currently at HOLOS CONSULTING GROUP, LLC located in Boulder, Colorado.
Katherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Katherine has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Katherine Arnot Macauley's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 1, 2023 - Present
HOLOS CONSULTING GROUP, LLC
December 21, 2015 - March 2, 2021
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/1/2023)
Exams
Current Firm
HOLOS CONSULTING GROUP, LLC
CRD#: 327700 / SEC#:
Contact information
Red Flags
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