Kathryn E. Chase
Professional summary
Kathryn Elaine Chase, CFP®, who also goes by Kathryn Elaine Mardin, is a registered financial advisor currently at MARDIN CAPITAL GROUP LLC located in Portsmouth, New Hampshire and MARDIN CAPITAL GROUP located in Dover, New Hampshire.
Kathryn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kathryn has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kathryn Elaine Chase's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
June 11, 2025 - Present
MARDIN CAPITAL GROUP LLC
Office #1: 875 Greenland Road - Unit B 10 Orchard Park, Portsmouth, NH 03801June 4, 2026 - Present
MARDIN CAPITAL GROUP
January 14, 2019 - June 19, 2026
LPL FINANCIAL LLC
September 24, 2018 - June 19, 2026
LPL FINANCIAL 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
(6/11/2025)
(6/4/2026)
Exams
Current Firm
MARDIN CAPITAL GROUP LLC
CRD#: 127881 / SEC#:
Contact information
Red Flags
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Company Information
MARDIN CAPITAL GROUP LLC
CRD#: 127881Portsmouth, NH 03801TRUST BUT VERIFY
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