Kevin Cuddie, financial advisor Denver CO

Kevin Cuddie

CRD Number: 2866841
Current Firm: S.b. Value Partners, LP

Kevin Cuddie (CRD# 2866841) is an Investment Advisor Representative working at S.b. Value Partners, LP in Denver, CO and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Professionals Inc. San Antonio, TX May 2013 - Jun 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
S65 NASAA Investment Advisors Law Examination Jun 2017
Contact Info for Kevin A. Cuddie
Phone Number: 844-728-2583
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    3,548
    MILLIONS
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $30,328,098
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CO, IN, MT, OR, TX

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