Kathryn Hersey
Investment adviser representative at Charlesbridge Advisors
16 yearsExperience
1 stateRegistered in
CFADesignation
$108.5MFirm assets
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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
16 years in the industry.
- Charlesbridge AdvisorsFeb 2026 to now
- Charlesbridge, MhcOct 2025 to now
- Berkshire BankSep 2019 to Sep 2025
- Cambridge Trust CompanyDec 2010 to Sep 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Charlesbridge Advisors
Legal name: Charlesbridge Advisors, LLC
$108.5MAssets managed
0Clients
4Advisers
Under 1 yearIn 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
- 8243134
- Firm CRD
- 341159