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Kaitlin Rebecca Theobald

Kaitlin R. Theobald

SHERRILL & HUTCHINS FINANCIAL ADVISORY
Atlanta, GA 30327
Some features on this profile are disabled
CRD#: 7015222
Kaitlin Rebecca Theobald

Professional summary

Kaitlin Rebecca Theobald, CFP®, who also goes by Kaitlin Rebecca Roden, is a registered financial advisor currently at SHERRILL & HUTCHINS FINANCIAL ADVISORY INC located in Atlanta, Georgia.

Kaitlin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kaitlin has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kaitlin Rebecca Roden

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 Kaitlin Rebecca Theobald'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®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

September 28, 2018 - Present

SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

Office #1: 4401 Northside Parkway, Nw Suite 425, Atlanta, GA 30327
RIA
CRD#: 105302
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".
S&
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

CRD#: 105302 / SEC#: 801-22637

RIA
Registered Investment Advisory firm - (11/14/1984 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
(9/28/2018)

Exams

Current Firm

S&
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

CRD#: 105302 / SEC#: 801-22637

RIA
Registered Investment Advisory firm - (11/14/1984 Approved)
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Contact information

Main Address
4401 Northside Parkway, Nw Suite 425, Atlanta, GA 30327
Mailing Address
Phone number
(770) 395-9797
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SHERRILL & HUTCHINS BROCHURE (1/22/2025)

Regulatory assets under management

Total Number of Accounts1,316
AUM (Assets Under Management)$ 565,867,131

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

SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

CRD#: 105302Atlanta, GA 30327

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