Catherine Cynthia Latto

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 02/1982 → Present
  Latto & Associates Inc
  Charleston, SC
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Charleston, SC
• 11/2018 → Present
  Osaic Wealth, Inc.
  Charleston, SC

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Charleston, SC
  Charlotte, NC
• 2015-08-11 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Charleston, SC
  Charlotte, NC
• 1993-05-26 → 2015-08-12
  Latto, Catherine C.
  Charleston, SC

Other Businesses

1)LATTO & ASSOCIATES, INC. 1118A SAVANNAH HWY, CHARLESTON, SC. OWNER, PRESIDENT. SELLS FIXED INSURANCE. INVESTMENT RELATED. MAY ALSO DISCUSS INVESTMENTS/SECURITIES ON THE WEBSITE UNDER THIS ENTITY, Less than 10 HRS/Week 2)LATTO AND ASSOCIATES, INC POSITION: President/Owner NATURE: corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2002 ADDRESS: PO Box 30250, 1118 Savannah Hwy, Charleston SC 29417, United States DESCRIPTION: catherine latto acts as an agent on behalf of her financial planning clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-06-12

Designations

• Certified Financial Planner

Other Names

• Catherine Cynthia Latto