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Kenneth Terry Berliner

Centerview Partners LLC

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About Kenneth Terry Berliner

Kenneth Berliner is a financial professional with over 30 years of experience in the financial services industry. Kenneth has held various roles at prominent firms such as Salomon Brothers Inc. and Peter J. Solomon Securities Company, LLC. Kenneth is currently registered with Centerview Partners LLC and holds a number of licenses and certifications including Series 3, 7, 63, 79TO, 99TO, and SIE.

Firm Information

Kenneth Berliner is currently registered with Centerview Partners LLC. Centerview Partners LLC is a Limited Liability Company formed on February 25, 2004. The firm is registered in California and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

47

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.

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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Kenneth Berliner’s Registration & Firm History

NY

02/05/2016 - Present

Centerview Partners LLC (NEW YORK NY)

NY

05/01/1995 - 01/26/2016

PETER J. SOLOMON SECURITIES COMPANY, LLC (NEW YORK NY)

NY

11/25/1987 - 04/01/1992

SALOMON BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/27/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

BC

Issued 11/06/1987

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Terry Berliner.
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