Katie Corsetto has been an investment adviser representative at Woloshin Investment Management since March 2015, and is not listed among the firm’s executive officers or direct owners.
Woloshin Investment Management, LLC is a Medford, NJ firm with $180M under management, 410 clients and 3 advisers in one office, as of its March 2026 filing.
Katie Corsetto’s longest registration is the current one, 11 years at Woloshin Investment Management since 2015. Before joining Woloshin Investment Management in 2015, Katie Corsetto was registered through McAdam LLC and Voya Financial Advisors, Inc.
- – present · 11 yearsMedford, NJ · Adviser representative · Firm CRD 132346
- McAdam LLC– · under a yearWest Tysons Corner, VA · Adviser representative · Firm CRD 170914
- Voya Financial Advisors, Inc.– · 1 yearTysons Corner, VA · Adviser representative · Firm CRD 2882
Investment adviser representative registrations
Katie Corsetto is registered as an investment adviser representative in New Jersey, since April 2015.
- New JerseySince 1 April 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 September 2012 |
| Series 7 | General Securities Representative Examination | 11 September 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Katie Woloshin Corsetto
- CRD
- 6063553
- Firm
- Woloshin Investment Management · CRD 132346
- Office
- 40 NORTH MAIN STREET, Medford, NJ 08055
- Registration
- Investment adviser registration
- In the industry since
- October 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Katie Corsetto work?
Katie Corsetto is an investment adviser representative registered through Woloshin Investment Management, LLC since March 2015, and is not listed among the firm’s executive officers or direct owners.
Is Katie Corsetto a financial advisor?
Yes. Katie Corsetto has a current investment-adviser registration in New Jersey, through Woloshin Investment Management since March 2015.
How many years of experience does Katie Corsetto have?
Katie Corsetto has 14 years in the financial industry, since October 2012, across 3 adviser firms.
What exams has Katie Corsetto passed?
Katie Corsetto has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2012. FINRA credited Katie Corsetto with the SIE, which began in October 2018.
Where did Katie Corsetto work before Woloshin Investment Management?
Before Woloshin Investment Management, Katie Corsetto was registered through Voya Financial Advisors, Inc., October 2012 to October 2014.
Where is Katie Corsetto based?
Katie Corsetto’s registered office is in Medford, NJ.
Is Katie Corsetto registered with FINRA?
No. Katie Corsetto has no current broker registration.
How can I verify Katie Corsetto’s record?
Search CRD 6063553 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katie Corsetto’s full registration record.
