Kathleen Denney Cefalu
Investment adviser representative at Downtown Wealth Studios, LLC
11 yearsExperience
3 statesRegistered in
$563.5MFirm assets
3 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
Experience
11 years in the industry.
- Downtown Wealth Studios, LLCMar 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Mar 2023
- UnemployedOct 2015 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 3 states (FL, MA, NY).
Downtown Wealth Studios, LLC
$563.5MAssets managed
46Clients
4Advisers
3 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
- 7176031
- Firm CRD
- 325213