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Kate Cardillo Brown

Fort Washington Investment Advisors Inc.

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About Kate Cardillo Brown

Kate Cardillo Brown is a financial advisor with Fort Washington Investment Advisors Inc. based in Cincinnati, OH. Kate is a Certified Financial Planner and has over 15 years of experience in the financial industry. Kate has a wide range of experience in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Kate Brown is currently registered with Fort Washington Investment Advisors Inc.. Fort Washington Investment Advisors Inc. is an investment advisor based in Cincinnati, Ohio with approximately $79.5 billion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. They also offer sub-advisory services and selection of other advisors. They are a registered investment advisor with the Securities and Exchange Commission (SEC).
Fort Washington Investment Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202

$79.46B

Assets Under Management

Not reported

Total Clients

17

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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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sub-advisory

Sub-advisory

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kate Brown’s Registration & Firm History

OH

09/09/2015 - Present

Fort Washington Investment Advisors Inc. (CINCINNATI OH)

MO

10/13/2004 - 06/18/2007

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

MA

03/11/2003 - 11/17/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

03/11/2003 - 11/17/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

KS

12/13/2002 - 03/13/2003

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 02/20/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/12/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kate Cardillo Brown.
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