Katie Woloshin Corsetto
Investment adviser representative at Woloshin Investment Management, LLC
11 yearsExperience
1 stateRegistered in
$180.4MFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Woloshin Investment Management, LLCMar 2015 to now
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Woloshin Investment Management, LLC
$180.4MAssets managed
410Clients
3Advisers
4 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
- 6063553
- Firm CRD
- 132346