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Catherine Elizabeth Portner

Folger Nolan Fleming Douglas Inc.

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About Catherine Elizabeth Portner

Catherine Elizabeth Portner is a registered investment advisor representative with Folger Nolan Fleming Douglas Inc. Catherine has been in the industry since January 2020. Catherine has a Series 7TO and a Series 66 license. Catherine is registered in 21 states and the District of Columbia.

Firm Information

Catherine Portner is currently registered with Folger Nolan Fleming Douglas Inc.. Folger Nolan Fleming Douglas Inc. is a corporation registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Formed in 1931, the firm provides portfolio management services for individuals, businesses, and investment clubs. They also recommend wrap fee management programs from other registered investment advisors. With over 100 employees, the firm manages over $1 billion in assets for over 697 clients.
Folger Nolan Fleming Douglas Inc.

725 15TH STREET NW

WASHINGTON, DC 20005-2109

$1.02B

Assets Under Management

700

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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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.

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recommend wrap fee management programs of other registered investment advisers

Recommend wrap fee management programs of other registered investment advisers

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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percentage of assets

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

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Catherine Portner’s Registration & Firm History

DC

02/14/2025 - Present

Folger Nolan Fleming Douglas Inc. (WASHINGTON DC)

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Licenses & Designations

BOTH

Issued 02/21/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/23/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/17/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 2 public disclosures for Catherine Elizabeth Portner. Review regulatory record here.
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