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Catharine V Fairley

Catharine Fairley Planning Group LLC

Frederick, MD

CRD 3219097

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Employer firm

Catharine Fairley Planning Group LLC CRD 169243

20 advisory clients

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Catharine Fairley Planning Group Llc

3 College Ave #1, Frederick, MD 21701 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-10-21
  • MD RA
    APPROVED
    Since 2024-10-21

Branch Locations

3 College Ave #1, Frederick, MD 21701 • 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
Draper & Mcginley, Pa Frederick MD 10/2000 Present
  • 10/2000 → Present
    Draper & Mcginley, Pa
    Frederick, MD
Previous Registrations
  • 2004-12-01 → 2013-10-07
    Draper Mcginley Planning Group, Inc.
    Frederick, MD
Other Businesses

OWNER OF CATHARINE FAIRLEY, CPA LLC WHICH IS A CPA FIRM. NON INVESTMENT RELATED. ADDRESS IS SAME. I HAVE PRACTICED AS A CPA HERE SINCE 9/2013. 90% OF MY TIME HERE AND 10% OF MY TIME WITH CATHARINE FAIRLEY PLANNING GROUP, LLC WHICH IS AN HOURLY FEE ONLY FINANCIAL PLANNING PRACTICE

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-03-02
  • S66 Uniform Combined State Law Examination
    1999-03-02
Designations
  • Certified Financial Planner
Other Names
  • Catharine Vanleeuwenfairley
  • Catharine Vanleeuwen
  • Catharine V Fairley
  • Catherine V Fairley

View on SEC IAPD

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