Katherine R. Steck
Professional summary
Katherine Rose Steck, who also goes by Katherine Steck, is a registered financial advisor currently at COPIA WEALTH MANAGEMENT ADVISORS, INC. located in San Diego, California.
Katherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Katherine has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Katherine Rose Steck's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 25, 2020 - Present
COPIA WEALTH MANAGEMENT ADVISORS, INC.
Office #1: 2333 Camino Del Rio South, Suite 240, San Diego, CA 92108State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/25/2020)
(9/1/2020)
(11/17/2022)
Current Firm
COPIA WEALTH MANAGEMENT ADVISORS, INC.
CRD#: 288286 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 106 |
| AUM (Assets Under Management) | $ 8,711,338 |
Red Flags
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