Katherine Jane Reisfeld

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Rhinebeck, NY
• 11/2016 → 03/2018
  Wells Fargo Clearing Services, Llc
  Rhinebeck, NY
• 03/2018 → Present
  Raymond James Financial Services, Inc.
  Red Hook, NY
• 03/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Red Hook, NY
• 03/2018 → Present
  Rhinebeck Wealth Advisors
  Rhinebeck, NY

Previous Registrations

• 2013-02-15 → 2018-03-12
  Wells Fargo Clearing Services, Llc
  New York, NY
  Rhinebeck, NY

Other Businesses

(1) Name of Business: Ashtanga Yoga Great Barrington Address: 250 Maple Ave, Great Barrington, MA, 01230, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/21/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Host yoga classes on our property. (2) Name of Business: Berkshire Wealth Group Address: 250 Maple Ave, Great Barrington, MA, 01230-1924, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - Co-Owner (3) Name of Business: Rental Property Address: 250 Maple Ave, Great Barrington, MA, 01230, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/04/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Will occasionally be renting out property on AirBnB (4) Name of Business: Rhinebeck Wealth Advisors Address: 6811 Route 9N, Suite 9, Rhinebeck, NY, 12572, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/09/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-07
• S63 Uniform Securities Agent State Law Examination
  1997-11-20

Other Names

• Kathy Jane Stanfield
• Katherine Jane Stanfield