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Chief Compliance Officer · Integrated Financial Strategies, LLC

Kathleen M. Pratt

CRD 7896010 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Integrated Financial Strategies, LLC, an SEC-registered asset manager based in Fort Lauderdale, FL with $0 in regulatory assets, lists Kathleen M. Pratt on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Kathleen at 1 other registered adviser.

Firms and roles

AtlasMembers

Kathleen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kathleen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.