Caroline Anne Gaffney
Investment adviser representative at Atwater Wealth Management, Inc.
12 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$248.2MFirm assets
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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
12 years in the industry.
- Atwater Wealth Management, Inc.Aug 2014 to now
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Atwater Wealth Management, Inc.
$248.2MAssets managed
98Clients
2Advisers
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
- 4699800
- Firm CRD
- 172749