CATHERINE WIMP KESSLER is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with CS PLANNING CORP, TAO PRIVATE WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TAO PRIVATE WEALTH, LLC | 2026-05-28 | present | Yes |
| CS PLANNING CORP | 2021-01-26 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2021-02-11 | — |
| STRATEGIC ADVISERS LLC | 2014-10-01 | 2018-07-13 | — |