Caitlin Therese Borton
Investment adviser representative at Gasaway Investment Advisors, Inc.
6 yearsExperience
1 stateRegistered in
$173.1MFirm assets
5 yearsFirm in business
Are you Caitlin Therese Borton? 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 assetsHourlySubscription
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
6 years in the industry.
- Gasaway Investment Advisors, Inc.Jul 2020 to now
- UnemployedApr 2020 to Jul 2020
- Ameriprise Financial Services, IncJan 2019 to Apr 2020
- Cx InstitutionalApr 2018 to Jan 2019
- LPL Financial, LLCFeb 2014 to Jan 2019
- Oak Point Financial GroupFeb 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
Gasaway Investment Advisors, Inc.
$173.1MAssets managed
446Clients
5Advisers
5 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
- 5377755
- Firm CRD
- 123807