Katherine Whittelsey
Professional summary
Katherine Whittelsey, who also goes by Katherine Susan Whittelsey, Katie Whittelsey, is a registered financial advisor currently at QUOTIENT WEALTH PARTNERS, LLC located in Highlands Ranch, Colorado.
Katherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Katherine has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Katherine Whittelsey's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 7, 2026 - Present
QUOTIENT WEALTH PARTNERS, LLC
Office #1: 8744 Kendrick Castillo Way Suite 535, Highlands Ranch, CO 80129March 31, 2025 - February 13, 2026
STRATEGIC ADVISERS LLC
November 15, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
January 10, 2022 - February 13, 2026
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
QUOTIENT WEALTH PARTNERS, LLC
CRD#: 326819 / SEC#: 801-128380
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/7/2026)
(4/7/2026)
Exams
Series 7TO
Date: 1/10/2022
General Securities Representative ExaminationCurrent Firm
QUOTIENT WEALTH PARTNERS, LLC
CRD#: 326819 / SEC#: 801-128380
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,412 |
| AUM (Assets Under Management) | $ 3,540,143,072 |
Red Flags
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