Katelyn Alexis Cerullo
Investment adviser representative at D.A. Davidson & Co.
16 yearsExperience
1 stateRegistered in
$41.8BFirm assets
32 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 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
- Seminars and workshops
Experience
16 years in the industry.
- D.A. Davidson & Co.Jul 2024 to now
- UnemployedJul 2024 to Jul 2024
- Osaic Wealth, Inc.Jun 2024 to Jul 2024
- American Portfolios Financial Services, Inc.Dec 2023 to Jul 2024
- Osaic Institutions, Inc.Dec 2023 to Jul 2024
- Triad Advisors, LLCDec 2023 to Jul 2024
- Woodbury Financial Services, Inc.Dec 2023 to Jan 2024
- Securities America Advisors, Inc.Nov 2020 to Jun 2024
- Securities America, Inc.Oct 2020 to Jun 2024
- Kms Financial Services, Inc.Jan 2018 to Nov 2020
- Salal Credit UnionSep 2017 to Jan 2018
- Fred MeyerSep 2008 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 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
- 6907273
- Firm CRD
- 199