Caroline Calton Gayle

Employer firm

Kassouf Wealth Advisors, LLC CRD 122683

$471M regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2015 → 04/2019
  Stifel
  Birmingham, AL
• 04/2019 → 08/2019
  Wesley Patterson
  Gadsden, AL
• 08/2019 → 02/2024
  Patterson Andrews Wealth Management
  Gadsden, AL
• 08/2019 → 02/2024
  Northwestern Mutual Investment Services Llc
  Gadsden, AL
• 03/2021 → 02/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 03/2024 → Present
  Kassouf Wealth Advisors, Llc
  Birmingham, AL

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-07-05

Designations

• Certified Financial Planner

Other Names

• Caroline C Calton
• Caroline Copeland Calton
• Caroline Calton
• Caroline Calton Gayle