Kaitlyn
Dowling
Stringer Asset Management, LLC
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About this Advisor
Kaitlyn Dowling is a financial advisor based in Philadelphia, Pennsylvania, working with Stringer Asset Management, LLC. Kaitlyn has previously held positions at Kennedy Investment Group, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, The Ayco Company, L.P./Mercer Allied, Ubs Financial Services Inc, Macquarie Investment Management, Macquarie Investment Management Business Trust, and Stringer Asset Management. Kaitlyn has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Kaitlyn is part of Stringer Asset Management, LLC, which operates out of Philadelphia, Pennsylvania. The firm has 6 employees and manages assets totaling $42.2 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Stringer Asset Management, LLC is asset-based.
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Stringer Asset Management, LLC Brokerage Details
$42,215,169
6
72
$586,322
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Kaitlyn Dowling Work History
Stringer Asset Management
Macquarie Investment Management Business Trust
Ubs Financial Services Inc
Macquarie Investment Management
The Ayco Company, L.P./Mercer Allied
Raymond James Financial Services Advisors Inc
Raymond James Financial Services
Kennedy Investment Group
Disclosures
Please visit the SEC profile of Kaitlyn Dowling to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stringer Asset Management, LLC
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Philadelphia, PA
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