Katherine Gualano Brian

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 10/2024 → 10/2025
  Raymond James & Associates
  Brandon, MS
• 10/2025 → Present
  Raymond James & Associates
  Brandon, MS
• 04/2022 → 09/2022
  Walt Disney Company
  Lake Buena Vista, FL
• 09/2023 → 10/2024
  Rankin County Chamber Of Commerce
  Brandon, MS
• 03/2017 → 05/2021
  Mudbugs 042
  Brandon, MS
• 10/2022 → 07/2023
  No Employment (Student)
  Brandon, MS
• 06/2021 → 03/2022
  Student
  Brandon, MS
• 09/2015 → 02/2017
  Student
  Brandon, MS

Exams

• S66 Uniform Combined State Law Examination
  2026-08-21

Other Names

• Katherine Elizabeth Gualano
• Katherine Gualano Brian
• Katherine Elizabeth Brian