Catherine Emily wanjiru Muturi
Investment adviser representative at Principal Advised Services
10 yearsExperience
2 statesRegistered in
$1.4BFirm assets
7 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
10 years in the industry.
- Principal Advised ServicesAug 2024 to now
- Principal BankAug 2024 to now
- Principal Securities, Inc.Jun 2024 to now
- Principal Life Insurance CompanyMay 2024 to now
- UnemployedJan 2024 to May 2024
- Charles Schwab & Co., Inc.May 2022 to Jan 2024
- Charles Schwab Bank, SsbMay 2022 to Jan 2024
- Home MakingMay 2021 to May 2022
- Raymond James & Associates IncJan 2021 to May 2021
- Fifth Financial LLCSep 2020 to Jan 2021
- UnemployedOct 2019 to Sep 2020
- Branch Banking and Trust CorporationDec 2017 to Oct 2019
- LxrAug 2017 to Dec 2017
- UnemployedMar 2017 to Aug 2017
- 24 Seven Talent IncJul 2016 to Mar 2017
- Hertz CorporationMay 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, IA).
Principal Advised Services
Legal name: Principal Advised Services, LLC
$1.4BAssets managed
23,164Clients
231Advisers
7 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
- 7330867
- Firm CRD
- 297324