Katelyn Elizabeth Derr
Investment adviser representative at Hartford Funds
13 yearsExperience
1 stateRegistered in
$152.1BFirm assets
13 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Imagination Street, LLCMay 2022 to now
- Hartford FundsDec 2019 to now
- Hartford Funds Distributors, LLCNov 2019 to now
- UnemployedJun 2019 to Nov 2019
- Pennsylvania State UniversityJan 2017 to May 2019
- Hoey Investments, Inc.Jul 2013 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Hartford Funds
Legal name: Hartford Funds Management Company, LLC
$152.1BAssets managed
75Clients
48Advisers
13 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
- 6266174
- Firm CRD
- 147746