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Caitlin Stewart Hochstetler

Signaturefd, LLC

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About Caitlin Stewart Hochstetler

Caitlin Hochstetler is a financial advisor at Signaturefd, LLC. Caitlin has been working in the financial industry for over 6 years. Prior to joining Signaturefd, LLC, Caitlin worked at Mercer Allied Company, L.P. Caitlin is a Certified Financial Planner and has a Series 7, Series 66, and SIE license. Caitlin specializes in working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. Caitlin's services include financial planning, portfolio management for individuals and businesses, selection of other advisors, and pension consulting.

Firm Information

Caitlin Hochstetler is currently registered with Signaturefd, LLC. Signaturefd, LLC is an investment advisor located in Atlanta, Georgia. They offer a range of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. Signaturefd, LLC manages approximately $7.24 billion in assets for a diverse client base, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their website and social media platforms provide additional information about their services and the firm's expertise.
Signaturefd, LLC

1230 PEACHTREE STREET, NE

ATLANTA, GA 30309

$7.25B

Assets Under Management

21

Total Clients

34

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Caitlin Hochstetler’s Registration & Firm History

GA

06/19/2019 - Present

Signaturefd, LLC (ATLANTA GA)

GA

05/21/2012 - 03/13/2017

MERCER ALLIED COMPANY, L.P. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 07/17/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caitlin Stewart Hochstetler.
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