Mary Catherine Reynolds Strassner

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 08/2009 → 09/2019
  First Citizens Investor Services
  Raleigh, NC
• 09/2007 → 09/2019
  First Citizens Bank
  Brevard, NC
• 09/2019 → 03/2022
  First Citizens Investor Services
  Raleigh, NC
• 08/2022 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 08/2022 → Present
  Cetera Investment Advisers Llc
  Birmingham, AL
• 04/2022 → 08/2022
  Unemployed
  Auburn, AL
• 08/2022 → Present
  Regions Bank
  Birmingham, AL

Previous Registrations

• 2019-04-23 → 2022-04-05
  First Citizens Investor Services, Inc.
  Brevard, NC
  Durham, NC
  Greensboro, NC
  Concord, NC
  Charlotte, NC
  Hendersonville, NC
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2019-04-20
• S63 Uniform Securities Agent State Law Examination
  2009-10-19

Other Names

• Catherine Reynolds Hayes
• Cathy Strassner
• Mary Catherine Reynolds
• Mary Catherine Reynolds Strassner