Katharine Huntington has been Managing Director of Fiduciary Trust International since February 2015, is a control person of the firm and directly owns under 5% of it.
Fiduciary Trust International, LLC is a Lincoln, MA firm with $7.67B under management, 76 clients and 23 advisers across 4 offices, as of its December 2025 filing.
- – present · 17 yearsLincoln, MA · Adviser representative · Firm CRD 124062
Investment adviser representative registrations
Katharine Huntington is registered as an investment adviser representative in Massachusetts, since May 2009.
- MassachusettsSince 12 May 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 26 July 2024 |
| Series 7TO | General Securities Representative Examination | 12 December 2023 |
| SIE | Securities Industry Essentials Examination | 20 July 2023 |
| Series 65 | Uniform Investment Adviser Law Examination | 8 May 2009 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Katharine Marshall Huntington
- CRD
- 5626060
- Firm
- Fiduciary Trust International · CRD 124062
- Role
- Managing Director
- Office
- 55 OLD BEDFORD RD, SUITE 302, Lincoln, MA 01773
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2009
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Katharine Huntington work?
Katharine Huntington has been Managing Director of Fiduciary Trust International, LLC since February 2015, and is a control person of the firm.
Is Katharine Huntington a financial advisor?
Yes. Katharine Huntington has a current investment-adviser registration in Massachusetts, through Fiduciary Trust International since May 2009.
How many years of experience does Katharine Huntington have?
Katharine Huntington has 17 years in the financial industry, since May 2009, across 1 adviser firm.
What exams has Katharine Huntington passed?
Katharine Huntington has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 24. The earliest, the Series 65, was passed in May 2009.
Where is Katharine Huntington based?
Katharine Huntington’s registered office is in Lincoln, MA.
Is Katharine Huntington registered with FINRA?
Yes. Katharine Huntington has a current broker registration, under CRD 5626060.
Source: FINRA BrokerCheck
How can I verify Katharine Huntington’s record?
Search CRD 5626060 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Katharine Huntington’s full registration record.