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Kenneth Ty Conte

Northbridge Financial Group, LLC

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About Kenneth Ty Conte

Kenneth Conte is a financial advisor with over 5 years of experience in the financial services industry. Kenneth is a Certified Financial Planner™ professional and holds a Series 66, Series 7 and SIE license. Kenneth is registered with Northbridge Financial Group, LLC in Tampa, FL. Kenneth specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Kenneth has a strong commitment to helping clients achieve their financial goals.

Firm Information

Kenneth Conte is currently registered with Northbridge Financial Group, LLC. Northbridge Financial Group, LLC is an investment advisor based in Tampa, FL with approximately $305 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth individuals. The firm also participates in wrap fee programs.
Northbridge Financial Group, LLC

4300 WEST CYPRESS STREET

TAMPA, FL 33607

$305.60M

Assets Under Management

Not reported

Total Clients

7

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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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 Conte’s Registration & Firm History

FL

10/02/2020 - Present

Northbridge Financial Group, LLC (TAMPA FL)

CT

11/08/2017 - 08/03/2020

COMMONWEALTH FINANCIAL NETWORK (GLASTONBURY CT)

CT

08/01/2016 - 10/31/2017

AMERIPRISE FINANCIAL SERVICES, INC. (Glastonbury CT)

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Licenses & Designations

BOTH

Issued 10/24/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Ty Conte.
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