Katelyn Della Porta

Employer firm

Arete Wealth Advisors, LLC CRD 145488

$2.75B regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2018 → 10/2020
  Bagelman Deli
  Copaigue, NY
• 10/2020 → 09/2023
  Perfect Color
  Lindenhurst, NY
• 01/2024 → 05/2024
  Jd Sports
  Miami, FL
• 05/2024 → 08/2024
  Liz Schwind Catering
  Massapequa, NY
• 12/2024 → 05/2025
  Nfn
  Garden City, NY
• 08/2015 → 10/2018
  Lindenhurst High School
  Lindenhurst, NY
• 09/2023 → 12/2023
  Florida International University
  Miami, FL
• 05/2025 → 08/2025
  Liz Schwind Catering
  Miami, FL
• 09/2024 → 11/2024
  Florida International University
  Miami, FL
• 09/2025 → Present
  Arete Wealth Management
  Chicago, IL
• 09/2025 → Present
  Fincadia
  Melville, NY
• 12/2025 → Present
  Arete Wealth Advisors
  Melville, NY

Other Businesses

FINCADIA LLC: DBA; REGISTERED REP; New York, NY; START DATE 09/2025; FULL TIME; INVESTMENT RELATED. FINCADIA WEALTH MANAGEMENT LLC: DBA; REGISTERED REP; New York, NY; START DATE 09/2025; FULL TIME; INVESTMENT RELATED. FINCADIA CAPITAL PARTNERS LLC: DBA; REGISTERED REP; New York, NY; START DATE 09/2025; FULL TIME; INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2025-11-24