Katherine Carmichael Doherty
Investment adviser representative at Truist Advisory Services, Inc.
18 yearsExperience
2 statesRegistered in
$77.4BFirm assets
10 yearsFirm in business
Are you Katherine Carmichael Doherty? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Truist Advisory Services, Inc.Aug 2019 to now
- Suntrust Advisory Services, IncMar 2019 to now
- Suntrust Investmnet Services, IncDec 2018 to now
- Wells FargoMar 2008 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 7053859
- Firm CRD
- 283390