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Katherine Zoe Kelly

Chief Operating OfficerWooster Corthell Wealth Management, Inc.CRD 7218891

About Katherine Zoe Kelly

Katherine Zoe Kelly is listed as Chief Operating Officer at Wooster Corthell Wealth Management, Inc. in Glastonbury, CT. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Wooster Corthell Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Katherine Zoe Kelly work?

Katherine Zoe Kelly is listed as Chief Operating Officer at Wooster Corthell Wealth Management, Inc. on SEC Form ADV.

How much of Wooster Corthell Wealth Management, Inc. does Katherine Zoe Kelly own?

Form ADV reports a beneficial ownership band of 10-25%.

Wooster Corthell Wealth Management, Inc.

TitleChief Operating Officer
Ownership10-25%
Control personYes
Since2022
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