KATHLEEN DOUGHERTY-KLEIN is an investment adviser representative (IAR) with state registration records since 2001, appearing at 6 firms. Currently registered with FOCUS PARTNERS WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | 2026-01-05 | present | Yes |
| NORTHCOAST ASSET MANAGEMENT LLC | 2025-01-06 | 2026-03-20 | — |
| NORTHCOAST ASSET MANAGEMENT LLC | 2024-05-14 | 2024-12-31 | — |
| STRATEGIC WEALTH PARTNERS | 2018-01-03 | 2024-05-06 | — |
| PPCM, INC. | 2014-03-10 | 2018-01-09 | — |
| MARIETTA INVESTMENT PARTNERS, LLC | 2004-04-21 | 2014-02-26 | — |
| STRONG CAPITAL MANAGEMENT INC | 2001-03-19 | 2004-04-28 | — |