KATHLEEN HOGAN FANELLI is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with UNITED CAPITAL FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2025-01-20 | present | Yes |
| CETERA WEALTH SERVICES, LLC | 2017-11-01 | 2019-07-15 | — |
| GIRARD SECURITIES, INC. | 2015-12-02 | 2017-11-01 | — |
| OPPENHEIMER & CO. INC. | 2004-03-22 | 2008-09-18 | — |