Investment adviser representative · Hfm Investment Advisors, LLC
Catherine B. Allen-Carlozo
CRD 1518104 · Glassboro, NJ
At a glance
Catherine B. Allen-Carlozo is an investment adviser representative with Hfm Investment Advisors, LLC in Glassboro, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Catherine’s SEC record dates to 2003, about 22 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Hfm Investment Advisors, LLCSince April 2026Glassboro, NJ · $404M in regulatory assets
SEC adviser record
- Registered since
- 2003 (22 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Catherine’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Hfm Investment Advisors, LLC
- Andrew D. BarnhardtGlassboro · Certified Financial Planner
- Jason F. GabrieliGlassboro · Certified Financial Planner
- Joseph GaspariGlassboro
- Brett HerronGlassboro
- Michael P. PallozziGlassboro
- Tyler A. ReedmanGlassboro
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