Catherine Mary Sagarsee
Investment adviser representative at Bok Financial Advisors
16 yearsExperience
1 stateRegistered in
$1.1BFirm assets
29 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Bok Financial Securities, Inc.Apr 2023 to now
- BOKF, NAApr 2023 to now
- Bok FinancialJun 2021 to Aug 2023
- ChipotleMay 2020 to Jul 2020
- Benedictine CollegeSep 2019 to Jun 2022
- Full-time StudentAug 2018 to May 2022
- Homeschooling/ged PrepJan 2010 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Bok Financial Advisors
Legal name: Bok Financial Securities, Inc.
$1.1BAssets managed
3,334Clients
123Advisers
29 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
- 7703974
- Firm CRD
- 17530