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Kenneth Joseph Catanzarite

Aegis Asset Management, Inc.

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About Kenneth Joseph Catanzarite

Kenneth Joseph Catanzarite is a financial advisor registered with Aegis Asset Management, Inc. Kenneth has over 40 years of experience in the financial services industry. Kenneth is also the President and controlling shareholder of Catanzarite Law Corporation, Aegis Properties, Inc., Aegis Builders, Inc. and Catanzarite & Co., Inc. These businesses handle personal business for Kenneth and his immediate family. Kenneth's primary focus is on Aegis Asset Management, Inc., where he serves as President and Chief Investment Strategist. Kenneth has a broad range of experience in real estate, construction and law. Kenneth's expertise in a variety of industries provides valuable experience to the clients of Aegis Asset Management, Inc.

Firm Information

Kenneth Catanzarite is currently registered with Aegis Asset Management, Inc.. Aegis Asset Management, Inc. is an investment advisor registered with the SEC. The firm manages approximately $12,662,039 in assets for 17 clients, including high-net-worth individuals, corporations, and pension plans. They offer portfolio management services for individuals.

$12.66M

Assets Under Management

Not reported

Total Clients

2

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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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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percentage of assets

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

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Kenneth Catanzarite’s Registration & Firm History

CA

01/01/2025 - Present

Aegis Asset Management, Inc. (ANAHEIM CA)

MA

01/11/1995 - 08/25/1995

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

01/11/1995 - 08/25/1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

FL

08/04/1988 - 01/04/1993

INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)

NA

01/19/1984 - 01/30/1990

AMERICAN AEGIS SECURITIES, INC.

NA

10/12/1983 - 02/15/1985

VESTAX SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 10/04/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/1983

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/07/1983

Series 4 - Registered Options Principal Examination

BC

Issued 11/19/1983

Series 27 - Financial and Operations Principal Examination

BC

Issued 10/04/1983

Series 24 - General Securities Principal Examination

BC

Issued 09/17/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Joseph Catanzarite.
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