Caroline Calton Gayle
Investment adviser representative at Kassouf Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$471.3MFirm 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
- Pension consulting
Experience
11 years in the industry.
- Kassouf Wealth Advisors, LLCMar 2024 to now
- Northwestern Mutual Wealth Management CompanyMar 2021 to Feb 2024
- Northwestern Mutual Investment Services LLCAug 2019 to Feb 2024
- Patterson Andrews Wealth ManagementAug 2019 to Feb 2024
- Wesley PattersonApr 2019 to Aug 2019
- StifelJun 2015 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (AL).
Kassouf Wealth Advisors, LLC
$471.3MAssets managed
237Clients
6Advisers
19 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
- 5677308
- Firm CRD
- 122683