KATARINA STEIN is an investment adviser representative (IAR) with state registration records since 2006, appearing at 11 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-02-26 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-09-24 | 2021-02-08 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2018-08-29 | 2020-08-13 | — |
| ALLSTATE FINANCIAL ADVISORS, LLC | 2018-04-18 | 2018-08-16 | — |
| CHARLES SCHWAB & CO., INC. | 2015-09-01 | 2018-04-13 | — |
| CAPITAL ONE ADVISORS, LLC | 2015-01-28 | 2015-08-11 | — |
| CAPITAL ONE FINANCIAL ADVISORS LLC | 2014-04-24 | 2015-01-28 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2010-04-22 | 2014-04-22 | — |
| M&T SECURITIES, INC. | 2008-08-22 | 2010-03-19 | — |
| PNC WEALTH MANAGEMENT | 2007-08-22 | 2008-08-13 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2006-06-20 | 2006-09-01 | — |