Kathryn Bruzas Hauer

Employer firm

Wilson David Investment Advisors CRD 172841

$6.91M regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars
• TAX PREPARATION, FINANCIAL LITERACY EDUCATION THROUGH BOOKS/PUBLICATIONS/NEWSLETTERS/BLOGS, SEMINARS/WORKSHOPS

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

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

Current Employers

Employment History

• 01/2012 → Present
  Aiken Technical College
  Aiken, SC
• 11/2014 → Present
  Wilson David Investment Advisors
  Aiken, SC
• 03/2021 → Present
  Benzinga
  Detroit, MI
• 11/2023 → Present
  Ellevest
  New York, NY

Previous Registrations

• 2023-11-28 → 2024-02-14
  Ellevest
  New York, NY
  Aiken, SC

Other Businesses

Since March 2021, Editor providing editing services for the financial publication Benzinga. Non-investment-related. 877-440-9464, One Campus Martius, Suite 200, Detroit, MI 48226. Approximately 40 hours per week during non-trading hours. Since January 2012, Adjunct Professor of Business Communications teaching business communications to college students on a part-time basis for Aiken Technical College, 2276 Jefferson Davis Hwy, Graniteville, SC 29829, (803) 593-9231. Non-investment-related. Approximately 5 hours per week during non-trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-17

Designations

• Certified Financial Planner