KH
Kathryn Hersey
CHARLESBRIDGE ADVISORS
DEDHAM, MA 02026
CRD#: 8243134
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KH
Kathryn HerseyCHARLESBRIDGE ADVISORS
Professional summary
Kathryn Hersey is a registered financial advisor currently at CHARLESBRIDGE ADVISORS located in Dedham, Massachusetts.
Kathryn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Kathryn has worked at 1 firm .
At a Glance
Always Fiduciary
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kathryn Hersey's 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®
NoneExperience
Current
May 19, 2026 - Present
CHARLESBRIDGE ADVISORS
Office #1: 888 Washington Street, Dedham, MA 02026RIA
CRD#: 341159
DEDHAM, MA
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
Massachusetts(5/19/2026)
Exams
Current Firm
CA
CHARLESBRIDGE ADVISORS
CHARLESBRIDGE ADVISORS | CHARLESBRIDGE ADVISORS, LLC | CHARLESBRIDGE ADVISORS LLC.
CRD#: 341159 / SEC#: 801-136229
RIA
Registered Investment Advisory firm - (5/12/2026 120-Day Approval)Loading...
Contact information
Main Address
888 Washington Street, Dedham, MA 02026
Mailing Address
Phone number
(781) 682-3299
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (1 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
