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Katherine Frances Kiezulas

Sechrest Financial Services

Acton, MA

CRD 7751218

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Employer firm

Sechrest Financial Services CRD 128688

$199M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Sechrest Financial Services

One Acton Place, Suite 301 526 Main Street, Acton, MA 01720 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-03
  • MA RA
    APPROVED
    Since 2025-02-03

Branch Locations

One Acton Place, Suite 301 526 Main Street, Acton, MA 01720 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sechrest Financial Services, Llc Acton MA 02/2002 Present
Sechrest & Bloom Llc Acton MA 02/2002 Present
Surface Solutions Labs Carlisle MA 01/1998 Present
Coatings2Go Carlisle MA 01/2010 12/2022
  • 02/2002 → Present
    Sechrest Financial Services, Llc
    Acton, MA
  • 02/2002 → Present
    Sechrest & Bloom Llc
    Acton, MA
  • 01/1998 → Present
    Surface Solutions Labs
    Carlisle, MA
  • 01/2010 → 12/2022
    Coatings2Go
    Carlisle, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-06
  • S65 Uniform Investment Adviser Law Examination
    2025-01-06

View on SEC IAPD

Nearby Firms

COLMAN KNIGHT ADVISORY GROUP, LLC
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

MICHELLE LYNN CONTOIS
David Kwasi Manteau
MARC GERALD BERMAN

Nearby Offices

COLMAN KNIGHT ADVISORY GROUP, LLC · ACTON, MA
CITIZENS SECURITIES, INC. · ACTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ACTON, MA

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