Katherine C. Howard

MEADOW CREEK WEALTH ADVISORS

Atlanta, GA 30327

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CRD#: 6585570

Professional summary

Katherine Carter Hardie Howard, who also goes by Katherine Carter Hardie, Katherine Hardie, Katherine Carter Hardie - Howard, Katherine Carter Hardie Howard, Kacy Hardie, Kacy Hardie Howard, Katherine Hardie Howard, is a registered financial advisor currently at MEADOW CREEK WEALTH ADVISORS, LLC located in Atlanta, Georgia.

Katherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Katherine has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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) - RIA

Click below to view Katherine Carter Hardie Howard'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

June 17, 2025 - Present

MEADOW CREEK WEALTH ADVISORS, LLC

Office #1: 4200 Northside Parkway Bldg 14, Ste 250, Atlanta, GA 30327

RIA

CRD#: 297796

Atlanta, GA

Past

September 22, 2016 - December 6, 2023

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

ATLANTA, GA

Past

May 4, 2016 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ATLANTA, GA

Past

February 22, 2016 - December 6, 2023

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MEADOW CREEK WEALTH ADVISORS, LLC

MEADOW CREEK WEALTH ADVISORS LLC | MEADOW CREEK WEALTH ADVISORS, LLC

CRD#: 297796 / SEC#: 801-113675

RIA

Registered Investment Advisory firm - (7/25/2018 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(6/17/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/15/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/2016

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/24/2023

General Securities Principal Examination

Current Firm

MEADOW CREEK WEALTH ADVISORS, LLC

MEADOW CREEK WEALTH ADVISORS LLC | MEADOW CREEK WEALTH ADVISORS, LLC

CRD#: 297796 / SEC#: 801-113675

RIA

Registered Investment Advisory firm - (7/25/2018 Approved)

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Contact information

Main Address

4200 Northside Parkway Bldg 14, Ste 250, Atlanta, GA 30327

Mailing Address

Phone number

(470) 359-9270

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MEADOW CREEK - PART 2A (6/30/2025)

Regulatory assets under management

Total Number of Accounts	521
AUM (Assets Under Management)	$ 668,464,064

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.

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Katherine C. Howard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katherine Carter Hardie Howard's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

MEADOW CREEK WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/15/2016

SIE

Date: 10/1/2018

Series 7

Date: 2/22/2016

Series 24

Date: 5/24/2023

Current Firm

MEADOW CREEK WEALTH ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEADOW CREEK WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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