Kathaleen Ann Muilwyk

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 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

• 02/2013 → 02/2022
  Raymond James & Associates, Inc.
  Greenville, SC
• 02/2022 → Present
  Newedge Securities, Inc.
  Pittsburgh, PA

Previous Registrations

• 2013-02-13 → 2022-02-18
  Raymond James & Associates, Inc.
  Greenville, SC
• 2011-03-23 → 2013-02-13
  Morgan Keegan & Company, Llc
  Greenville, SC
• 2009-06-01 → 2011-03-23
  Morgan Stanley
  Spartanburg, SC
• 2007-10-31 → 2009-06-01
  Citigroup Global Markets Inc.
  Spartanburg, SC
• 2005-06-29 → 2007-11-08
  A. G. Edwards & Sons, Inc.
  Inman, SC
  Inman, SC

Other Businesses

1) Crescent Wealth Management - DBA name for business conducted under NewEdge Advisors, LLC (RIA) - Investment Related - At reported business location(s) - Sr Reg'd Client Service Assoc - Started 02/01/2022 - 160 hours per month - 130 hours per month during market - Administrative 2Kathaleen D. Muilwyk Revocable Living Trust*No Invest*Lyons NY*Successor Trustee*Trust--holds only real estate, no investments*7/31/19*0Hrs*

Exams

• S66 Uniform Combined State Law Examination
  2005-06-28

Other Names

• Kathy Ann Muilwyk
• Kathleen Ann Muilwyk