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Kayla Nicole Cartoski

Cascadia Capital, LLC

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About Kayla Nicole Cartoski

Kayla Nicole Cartoski is a registered representative with Cascadia Capital, LLC in Austin, Texas. Kayla has been in the financial services industry since 2017 and holds Series 63, SIE, and Series 79 licenses. Kayla previously worked at Goldman Sachs & Co. LLC and Truist Securities, Inc. in Atlanta, Georgia.

Firm Information

Kayla Cartoski is currently registered with Cascadia Capital, LLC. Cascadia Capital, LLC is a Limited Liability Company formed on December 4, 2000. The firm is registered in 9 states, including California, Georgia, Minnesota, New York, Ohio, South Carolina, Tennessee, Texas, and Washington. Cascadia Capital, LLC also has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

65

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.

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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Kayla Cartoski’s Registration & Firm History

TX

08/16/2023 - Present

Cascadia Capital, LLC (AUSTIN TX)

GA

09/25/2020 - 08/16/2023

GOLDMAN SACHS & CO. LLC (ATLANTA GA)

GA

09/11/2017 - 09/08/2020

TRUIST SECURITIES, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 09/30/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kayla Nicole Cartoski.
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