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Kathryn Elizabeth Tutt

Greenfield Seitz Capital Management, LLC

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About Kathryn Elizabeth Tutt

Kathryn Elizabeth Tutt is an Investment Advisor Representative with Greenfield Seitz Capital Management, LLC, located in Dallas, Texas. Kathryn has been in the industry for over 20 years and holds the Series 7, 63 and 65 licenses. She has previous experience with Raymond James & Associates, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Shay Financial Services Co. Kathryn specializes in Portfolio Management for Individuals and Portfolio Management for Businesses.

Firm Information

Kathryn Tutt is currently registered with Greenfield Seitz Capital Management, LLC. Greenfield Seitz Capital Management, LLC is a registered investment advisor located in Dallas, Texas. The firm manages approximately $318,996,996 in assets for 444 clients. The firm primarily provides portfolio management services for individuals and businesses. The firm's clients include high-net-worth individuals and individuals other than high-net-worth individuals.
Greenfield Seitz Capital Management, LLC

1722 ROUTH ST.

DALLAS, TX 75201

$319.00M

Assets Under Management

Not reported

Total Clients

4

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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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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percentage of assets

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

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Kathryn Tutt’s Registration & Firm History

TX

01/19/2010 - Present

Greenfield Seitz Capital Management, LLC (DALLAS TX)

TX

03/24/2005 - 09/21/2009

RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)

NY

04/18/1997 - 03/29/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

TX

04/21/1993 - 04/01/1997

SHAY FINANCIAL SERVICES CO. (IRVING TX)

NA

04/21/1993 - 04/01/1997

SHAY GOVERNMENT SECURITIES CO.

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Licenses & Designations

IA

Issued 04/19/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/06/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/11/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathryn Elizabeth Tutt.
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