Adviser and broker representative · Folger Nolan Fleming Douglas Incorporated
Catherine E. Portner
CRD 7201729 · Washington, DC
At a glance
Catherine E. Portner is an investment adviser representative with Folger Nolan Fleming Douglas Incorporated in Washington, DC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Catherine’s SEC record dates to 2020, about 6 years ago. Catherine is also registered as a broker representative.
Current advisory firm
- Folger Nolan Fleming Douglas IncorporatedSince February 2025Washington, DC · $797M in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- 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
- 1 firmLocked
- 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
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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 and FINRA BrokerCheck.