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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Bernhardt is an investment advisor representative registered with Blackrock Investment Management, LLC. Kathryn has been in the industry since January 22, 2010. Kathryn is currently registered in 55 states for both Broker-Dealer and Investment Advisor activities. Kathryn has a strong background in financial services, with experience at both Janney Montgomery Scott LLC and Hornor, Townsend & Kent, Inc.. Blackrock Investment Management, LLC manages over $458 billion in client assets. The firm specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
08/06/2021 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
PA
08/26/2010 - 09/25/2014
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
07/29/2009 - 03/19/2010
HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)
BOTH
Issued 08/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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