Kathlyn Scheel has been an investment adviser representative at New Harbor Financial Group since October 2022, and is not listed among the firm’s executive officers or direct owners.
New Harbor Financial Group, LLC is a Worcester, MA firm with $821M under management, 1,019 clients and 6 advisers in one office, as of its July 2026 filing.
Kathlyn Scheel’s longest registration was 5 years at Commonwealth Financial Network (2011–2016). Before joining New Harbor Financial Group in 2022, Kathlyn Scheel was registered through Commonwealth Financial Network.
- – present · 4 yearsWorcester, MA · Adviser representative · Firm CRD 155528
- Commonwealth Financial Network– · 5 yearsWaltham, MA · Adviser representative · Firm CRD 8032
Investment adviser representative registrations
Kathlyn Scheel is registered as an investment adviser representative in Massachusetts, since October 2022.
- MassachusettsSince 17 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 January 2008 |
| Series 7 | General Securities Representative Examination | 4 May 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kathlyn Marie Scheel
- CRD
- 4933616
- Firm
- New Harbor Financial Group · CRD 155528
- Office
- 146 MAIN STREET, SUITE 302, Worcester, MA 01608
- Registration
- Investment adviser registration
- In the industry since
- April 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Kathlyn Scheel work?
Kathlyn Scheel is an investment adviser representative registered through New Harbor Financial Group, LLC since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Kathlyn Scheel a financial advisor?
Yes. Kathlyn Scheel has a current investment-adviser registration in Massachusetts, through New Harbor Financial Group since October 2022.
How many years of experience does Kathlyn Scheel have?
Kathlyn Scheel has 9 years in the financial industry, since April 2017, across 2 adviser firms.
What exams has Kathlyn Scheel passed?
Kathlyn Scheel has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2007. FINRA credited Kathlyn Scheel with the SIE, which began in October 2018.
Where did Kathlyn Scheel work before New Harbor Financial Group?
Before New Harbor Financial Group, Kathlyn Scheel was registered through Commonwealth Financial Network, March 2011 to September 2016.
Where is Kathlyn Scheel based?
Kathlyn Scheel’s registered office is in Worcester, MA.
Is Kathlyn Scheel registered with FINRA?
No. Kathlyn Scheel has no current broker registration.
How can I verify Kathlyn Scheel’s record?
Search CRD 4933616 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kathlyn Scheel’s full registration record.
