Katherine Gail Loheyde

Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 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

• 06/2016 → 04/2017
  Pnc Investments, Llc
  Pittsburgh, PA
• 06/2016 → 04/2017
  Pnc Bank, N.A.
  Pittsburgh, PA
• 06/2017 → 03/2019
  Morgan Stanley
  Pittsburgh, PA
• 04/2019 → 06/2019
  Wells Fargo Clearing Services Llc
  Pittsburgh, PA
• 06/2019 → 05/2026
  Stifel, Nicolaus & Company, Incorporated
  Pittsburgh, PA
• 05/2026 → Present
  Janney Montgomery Scott Llc
  Wexford, PA

Previous Registrations

• 2019-06-26 → 2026-04-29
  Stifel, Nicolaus & Company, Incorporated
  Pittsburgh, PA
• 2019-04-08 → 2019-06-27
  Wells Fargo Clearing Services, Llc
  Pittsburgh, PA
• 2017-07-14 → 2019-04-01
  Morgan Stanley
  Pittsburgh, PA
• 2016-08-25 → 2017-05-01
  Pnc Wealth Management Llc
  Pittsburgh, PA
• 2014-04-18 → 2016-06-25
  Janney Montgomery Scott Llc
  Pittsburgh, PA

Other Businesses

Murrysville Swim Club, Murrysville, PA. Board Member (10/2025). Not investment related, not compensated, 10 hrs./month.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-18

Other Names

• Katie Gail Cutrell
• Kate Gail Cutrell
• Katherine Gail Cutrell