Caitlin Patricia winter Garner
Investment adviser representative at Sc&h Wealth
3 yearsExperience
1 stateRegistered in
$1.2BFirm assets
17 yearsFirm in business
Are you Caitlin Patricia winter Garner? 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
3 years in the industry.
- Sc&h WealthFeb 2014 to now
- Sc&h Financial Advisors, Inc.Jan 2014 to now
- Triad Advisors, Inc.Jan 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MD).
Sc&h Wealth
Legal name: Sc&h Financial Advisors, Inc.
$1.2BAssets managed
676Clients
19Advisers
17 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
- 4788119
- Firm CRD
- 120666