Katherine Townshend Stockton
Investment adviser representative at Fairlead Strategies LLC
13 yearsExperience
7 statesRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
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Services the firm offers
These describe the firm as a whole, not only this advisor.
- Market timing
- Seminars and workshops
Experience
13 years in the industry.
- Fairlead Asset ManagmentJan 2026 to now
- Fairlead Strategies LLCFeb 2018 to now
- Btig LLCSep 2013 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 7 states (CA, CT, FL, IL, MA, NY, VA).
Fairlead Strategies LLC
$0Assets managed
82Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3085173
- Firm CRD
- 341167