Catherine Anne Belanger
Investment adviser representative at Colonial River Wealth Management LLC
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$464.4MFirm assets
Are you Catherine Anne Belanger? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Colonial River Wealth Management LLCJan 2021 to now
- Colonial River Investments, LLCNov 2020 to now
- LPL FinancialNov 2020 to now
- First Choice Financial Services IncJan 2002 to now
- Catherine Terry Rental PropertyJan 2000 to now
- Voya Financial Advisors, Inc.Oct 2014 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (VA).
Colonial River Wealth Management LLC
Legal name: Colonial River Investments, LLC
$464.4MAssets managed
1,798Clients
8Advisers
8 yearsIn 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
- 4158039
- Firm CRD
- 284839