Kaitlyn Pugh
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cotulla, TX
Credentials
Series 63, Series 66
Industry experience
3 years
About
Kaitlyn Pugh is a Planning Consultant at Fidelity Investments, where she partners with clients and Financial Consultants to develop and maintain sustainable financial plans. She focuses on helping clients pursue their financial goals with confidence and clarity. Prior to her current role, Kaitlyn held positions as a Relationship Manager, Financial Representative, and Financial Services Representative at Fidelity Investments, all within the year 2023 and onward.
Kaitlyn is committed to building deep, long-lasting relationships with clients and supports them through various life events as part of their financial planning process. Outside of her professional responsibilities, she enjoys hiking, horseback riding, reading, skiing, and traveling.
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
General retirement planning
Income planning
Cash flow / budgeting
Location
Cotulla, TX
Most active in
Kaitlyn P has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Fidelity Investments
2025 - Present (1 year)
FIDELITY INVESTMENTS
2023 - Present (3 years)
UnEmployed
2022 - 2023 (1 year)
PayItForward Management Inc
2021 - 2022 (1 year)
Legends Country Club
2021 - 2021 (1 year)
Somervell County
2020 - 2021 (1 year)
Christina's American Table
2019 - 2020 (1 year)
Tarleton State University
2019 - 2019 (1 year)
Cotton Patch Cafe
2019 - 2019 (1 year)
JJ Hampton Realty
2018 - 2019 (1 year)
Eddie Flynn Cutting Horses LLC
2018 - 2018 (1 year)
Stephens, Hoover, and Associates
2018 - 2018 (1 year)
Tarleton State University
2017 - 2021 (4 years)
UnEmployed
2013 - 2018 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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