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Kenneth Brian Dysart

Cordatus Wealth Management LLC

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About Kenneth Brian Dysart

Kenneth Brian Dysart is a financial advisor with Cordatus Wealth Management LLC. Kenneth is a registered representative with the firm and is also a registered investment advisor. Kenneth has been in the financial services industry for over 30 years. Kenneth specializes in providing financial planning services to individuals, families, and businesses.

Firm Information

Kenneth Dysart is currently registered with Cordatus Wealth Management LLC. Cordatus Wealth Management LLC is a Pennsylvania-based registered investment advisor with $457,769,515 in regulatory assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, businesses, and institutions.
Cordatus Wealth Management LLC

95 S. MAIN STREET

YARDLEY, PA 19067

$457.77M

Assets Under Management

4

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kenneth Dysart’s Registration & Firm History

PA

07/08/2016 - Present

Cordatus Wealth Management LLC (YARDLEY PA)

PA

07/01/2003 - 02/17/2015

WELLS FARGO ADVISORS, LLC (YARDLEY PA)

NY

08/16/1994 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

10/17/1990 - 08/30/1994

THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)

NA

07/27/1990 - 11/30/1993

VANDERBILT SECURITIES, INC.

NY

10/01/1990 - 11/08/1990

LEGEND MERCHANT GROUP, INC. (NEW YORK NY)

NA

01/23/1990 - 08/01/1990

MLB INVESTMENTS, LTD.

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Licenses & Designations

IA

Issued 06/02/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Kenneth Brian Dysart. Review regulatory record here.
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