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Kenneth Marck Korngold

Corient

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About Kenneth Marck Korngold

Kenneth Marck Korngold is a registered Investment Advisor Representative (IAR) associated with Corient. Kenneth has been working in the financial industry since 1994. Kenneth is licensed to provide investment advice in Texas. He is a licensed principal in the state of Texas, holding both Series 24 and Series 27 licenses. Kenneth's experience includes previous employment with Intercontinental Asset Management Group, LTD. and Proburse International Inc. Kenneth's primary focus is on providing financial advice to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Kenneth also has experience working with insurance companies, other investment advisors, pooled investment vehicles, and state or municipal government entities.

Firm Information

Kenneth Korngold is currently registered with Corient. Corient, headquartered in Miami, FL, is an investment advisor with over 476 investment advisory professionals. They manage approximately $118 billion in assets for a wide range of clients including high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and pension plans. Their services include financial planning, portfolio management, pension consulting, and educational seminars. Corient is registered with the SEC under the SEC number 801-124978.
Corient

2 S BISCAYNE BLVD

MIAMI, FL 33131

$118.19B

Assets Under Management

1,341

Total Clients

452

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

% of assets under advisement

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Kenneth Korngold’s Registration & Firm History

TX

08/01/2023 - Present

Corient (San Antonio TX)

TX

06/29/2000 - 06/29/2021

INTERCONTINENTAL ASSET MANAGEMENT GROUP, LTD. (SAN ANTONIO TX)

TX

02/04/1997 - 11/13/1998

INTERCONTINENTAL ASSET MANAGEMENT GROUP, LTD. (SAN ANTONIO TX)

NA

08/16/1994 - 07/18/1996

PROBURSA INTERNATIONAL INC.

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Licenses & Designations

IA

Issued 05/13/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/2022

Series 27 - Financial and Operations Principal Examination

BC

Issued 08/15/2022

Series 24 - General Securities Principal Examination

BC

Issued 08/15/2022

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 08/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Marck Korngold.
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