Kathleen Don Angelo
Professional summary
Kathleen Don Angelo, who also goes by Kate Kerr, is a registered financial professional currently at ACCRUED EQUITIES INC. located in Melville, New York.
Kathleen is registered as a RR (Registered Representative) and started their career in finance in 2022. Kathleen has worked at 1 firm and has passed the Series 63, Series 6TO, SIE and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kathleen Don Angelo's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 23, 2022 - Present
ACCRUED EQUITIES INC.
Office #1: 150 Broadhollow Rd., Suite Ph-02, Melville, NY 11747Primary Firm SEC Registration
ACCRUED EQUITIES INC.
CRD#: 13452 / SEC#: 801-15504, 8-17356
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 6TO
Date: 2/18/2022
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
ACCRUED EQUITIES INC.
CRD#: 13452 / SEC#: 801-15504, 8-17356
Contact information
FINRA licenses (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 253,050,585 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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