Katelyn Elizabeth Kantruss
Investment Adviser Representative at Veridian Capital Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Katelyn Elizabeth Kantruss is an investment adviser representative with Veridian Capital Partners in Frederick, MD, where they have been registered since 2023, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Maryland.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BNY MellonNov 2014 – Sep 2018Boston, MA
- Stay at Home ParentSep 2018 – Jan 2020Westminster, MD
- Lighthouse Wealth ManagementJan 2020 – May 2021New Market, MD
- UnemployedMay 2021 – Aug 2021Woodbine, MD
- Veridian Capital PartnersSep 2021 – no end date reportedWoodbine, MD
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Veridian Capital Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Veridian Capital Partners offers asset and investment management, financial planning, retirement planning, estate planning, tax strategies, business retirement services, insurance risk management, college funding, and charitable giving.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Frederick, MD
- SEC file number:
- 801-121334
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 19, 2026
View full firm profileOther advisors at Veridian Capital Partners
7 other advisors in the directory
Similar advisors in Frederick, MD
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Katelyn Elizabeth Kantruss has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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