Katherine Marie Groce
Investment adviser representative at Prostatis Financial Advisors Group
14 yearsExperience
1 stateRegistered in
$605.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Peak Brokerage Services LLC.Oct 2019 to now
- Prostatis Financial Advisors Group, LLCMar 2017 to now
- Taylor Capital Management Inc.Mar 2015 to Jun 2019
- Prostatis Financial Services GroupMar 2012 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MD).
Prostatis Financial Advisors Group
Legal name: Prostatis Group LLC
$605.4MAssets managed
1,568Clients
15Advisers
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
- 5345515
- Firm CRD
- 132662