Kathryn Williams Satterthwaite

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 08/2024 → Present
  Raymond James & Associates, Inc.
  Memphis, TN
• 12/2012 → 06/2017
  Ftb Advisors, Inc.
  Memphis, TN
• 06/2017 → 11/2021
  First Horizon Advisors, Inc.
  Memphis, TN
• 11/2021 → 08/2024
  First Horizon Advisors, Inc.
  Memphis, TN

Previous Registrations

• 2007-11-26 → 2024-08-06
  First Horizon Advisors, Inc.
  Memphis, TN
  Memphis, TN
• 2012-04-10 → 2013-10-10
  Ftb Advisors, Inc.
  Memphis, TN

Other Businesses

(1)Name of Business: Gestalt Community Schools Address: 1584 Grand Cypress Dr, Collierville, TN, 38017, United States Activity Type: Non profit Position/Title: Board Member, Committee Member Investment Related: Yes Start Date: 06/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Board Member and member of Finance Committee. Work with CFO on overseeing finances with other finance committee members, provide general and financial guidance and vote on the organizations decisions.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-20

Other Names

• Katie Williams
• Kathryn Ann Williams
• Katie Williams Satterthwaite