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Cathryn A Cato

Maryland Financial Group, Inc.

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About Cathryn A Cato

Cathryn Cato is a financial advisor with Maryland Financial Group, Inc. Cathryn has been a registered investment advisor for over 20 years and has extensive experience in providing financial planning and investment management services to individuals, families, businesses, and charitable organizations. Cathryn is also a certified public accountant and is able to provide tax preparation and accounting services. Cathryn is committed to providing her clients with personalized financial advice and strategies that are tailored to their individual needs and goals.

Firm Information

Cathryn Cato is currently registered with Maryland Financial Group, Inc.. Maryland Financial Group, Inc. is a financial advisory firm headquartered in Rockville, MD. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $1.11 billion in assets for over 3,859 clients and employs 37 investment adviser representatives.
Maryland Financial Group, Inc.

2600 TOWER OAKS BOULEVARD

ROCKVILLE, MD 20852

$1.11B

Assets Under Management

2

Total Clients

35

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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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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Cathryn Cato’s Registration & Firm History

SC

08/12/2008 - Present

Maryland Financial Group, Inc. (MT. PLEASANT SC)

SC

07/08/2008 - 04/02/2014

FSC SECURITIES CORPORATION (MT. PLEASANT SC)

SC

01/02/2002 - 07/24/2008

CITIGROUP GLOBAL MARKETS INC. (CHARLESTON SC)

GA

06/21/2000 - 01/02/2002

THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 07/26/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/21/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cathryn A Cato.
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