Kenneth Sheresky (CRD# 6704978) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Westport, CT and has over 7 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Osaic Fa, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City National Bank | New York, NY | Jun 2020 - Current | 4 |
| Rbc Capital Markets, LLC | New York, NY | May 2020 - Current | 4 |
| Morgan Stanley Private Bank, National Association | New York, NY | Nov 2016 - May 2020 | 3 |
| Morgan Stanley | New York, NY | Oct 2016 - May 2020 | 3 |
| Unemployed | Rye, NY | Jan 2016 - Oct 2016 | < 1 |
| Shopkeep | New York, NY | Nov 2015 - Jan 2016 | < 1 |
| Mention | New York, NY | Oct 2015 - Nov 2015 | < 1 |
| Unemployed | Rye, NY | Jan 2015 - Oct 2015 | < 1 |
| Patagonia | New York, NY | Jul 2014 - Jan 2015 | < 1 |
| Unemployed | New York, NY | Apr 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- CT
- NY
- TX
-
Total Assets Under Management201,264MILLIONS
-
Total Number of Accounts451,404ACCOUNTS
-
Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.