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Caitlin Patricia winter Garner

Sc & h Wealth

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About Caitlin Patricia winter Garner

Caitlin Garner is an active Investment Advisor Representative with Sc&h Wealth. Caitlin has been working in the financial services industry since 2005. Caitlin has a strong background in financial planning, portfolio management, and insurance products. She is a licensed insurance agent and holds a Series 66, Series 7, Series 9, Series 10, and SIE. Caitlin is dedicated to providing her clients with personalized financial advice and guidance.

Firm Information

Caitlin Garner is currently registered with Sc & h Wealth. Sc&h Wealth is an investment advisory firm located in SPARKS, MD, United States. With a team of 8 licensed agents and 19 investment adviser representatives, they manage approximately $908,923,478 in assets for 1,760 clients. Their services include financial planning, portfolio management for individuals, and selection of other advisers. Sc&h Wealth primarily serves high-net-worth individuals and individuals other than high-net-worth.
Sc & h Wealth

910 RIDGEBROOK ROAD

SPARKS, MD 21152-9390

$908.92M

Assets Under Management

34

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Caitlin Garner’s Registration & Firm History

MD

02/17/2014 - Present

Sc&h Wealth (SPARKS MD)

MD

01/22/2014 - 10/18/2017

TRIAD ADVISORS, INC. (SPARKS MD)

MD

02/01/2005 - 12/24/2013

FIDELITY BROKERAGE SERVICES LLC (TOWSON MD)

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Licenses & Designations

BOTH

Issued 03/29/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/18/2010

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/19/2010

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/18/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caitlin Patricia winter Garner.
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