Catherine Elizabeth Portner
Investment adviser representative at Folger Nolan Fleming Douglas Incorporated
14 yearsExperience
2 statesRegistered in
$797.4MFirm assets
19 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Folger Nolan Fleming Douglas IncorporatedFeb 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to now
- Bank of America, N.A.Jan 2020 to Feb 2025
- HomegoodsAug 2019 to Oct 2019
- Self-employed - Small Business ConsultantJun 2018 to Oct 2019
- Portner BrewhouseMay 2012 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (DC, VA).
Folger Nolan Fleming Douglas Incorporated
$797.4MAssets managed
262Clients
18Advisers
19 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
- 7201729
- Firm CRD
- 319