Katelyn B. Hunter

PROSSIMO ADVISORS LLC

San Luis Obispo, CA 93401

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CRD#: 7117080

Professional summary

Katelyn Blaire Hunter, who also goes by Katelyn Blaire Mirolla, is a registered financial advisor currently at PROSSIMO ADVISORS LLC located in San Luis Obispo, California.

Katelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Katelyn has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Katelyn Blaire Mirolla

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.

Ms. Hunter is a licensed attorney who practices with the law firm Palmer & Hunter located at 624 S. Grande Ave., Los Angeles, CA 90017. Palmer & Hunter is not engaged in investment-related activity. Ms. Hunter joined Palmer & Hunter in May 2019 and devotes approximately 20 hours/month after securities trading hours to various legal tasks for the firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katelyn Blaire Hunter'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

May 17, 2019 - Present

PROSSIMO ADVISORS LLC

Office #1: 1150 Osos Street Suite 208, San Luis Obispo, CA 93401

RIA

CRD#: 289347

San Luis Obispo, CA

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".

PROSSIMO ADVISORS LLC

CRD#: 289347 / SEC#: 801-118685

RIA

Registered Investment Advisory firm - (5/11/2020 Approved)

California

Registered Investment Advisory firm - (4/20/2018 Approved)

Texas

Registered Investment Advisory firm - (4/2/2019 Conditional Restricted)

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

California
(5/17/2019)

IAR

Texas
(5/17/2019)

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 65

Date: 5/3/2019

Uniform Investment Adviser Law Examination

Current Firm

PROSSIMO ADVISORS LLC

CRD#: 289347 / SEC#: 801-118685

RIA

Registered Investment Advisory firm - (5/11/2020 Approved)

California

Registered Investment Advisory firm - (4/20/2018 Approved)

Texas

Registered Investment Advisory firm - (4/2/2019 Conditional Restricted)

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Contact information

Main Address

1150 Osos Street Suite 208, San Luis Obispo, CA 93401

Mailing Address

Phone number

(805) 548-2800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PROSSIMO ADV PART2A_2B BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	90
AUM (Assets Under Management)	$ 196,294,029

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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Katelyn B. Hunter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katelyn Blaire Hunter's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROSSIMO ADVISORS LLC

Primary Firm SEC Registration

PROSSIMO ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/2019

Current Firm

PROSSIMO ADVISORS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROSSIMO ADVISORS LLC

TRUST BUT VERIFY

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