Katelyn Della porta
Investment adviser representative at Arete Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$2.7BFirm assets
17 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Arete Wealth Advisors, LLCDec 2025 to now
- Arete Wealth ManagementSep 2025 to now
- FincadiaSep 2025 to now
- Liz Schwind CateringMay 2025 to Aug 2025
- NfnDec 2024 to May 2025
- Florida International UniversitySep 2024 to Nov 2024
- Liz Schwind CateringMay 2024 to Aug 2024
- Jd SportsJan 2024 to May 2024
- Florida International UniversitySep 2023 to Dec 2023
- Perfect ColorOct 2020 to Sep 2023
- Bagelman DeliOct 2018 to Oct 2020
- Lindenhurst High SchoolAug 2015 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Arete Wealth Advisors, LLC
$2.7BAssets managed
5,426Clients
143Advisers
17 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
- 8143760
- Firm CRD
- 145488