Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Robert Krisowaty is a registered investment advisor with AllianceBernstein LP. Kevin Robert Krisowaty has over 22 years of experience in the financial services industry. Kevin Robert Krisowaty is licensed to offer securities and advisory services in Florida and Georgia. Prior to joining AllianceBernstein LP, Kevin Robert Krisowaty was a financial advisor at SAFRA SECURITIES LLC, VALLEY FINANCIAL MANAGEMENT, INC., WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and MORGAN STANLEY DW INC. Kevin Robert Krisowaty holds the Series 3, 7, 24, 31, and 66 licenses. Kevin Robert Krisowaty specializes in providing investment advice to high-net-worth individuals, corporations, insurance companies, investment companies, pooled investment vehicles, charitable organizations, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
07/24/2024 - Present
Alliancebernstein LP (MIAMI FL)
FL
10/19/2022 - 12/14/2023
SAFRA SECURITIES LLC (AVENTURA FL)
FL
07/17/2019 - 10/19/2022
VALLEY FINANCIAL MANAGEMENT, INC. (AVENTURA FL)
FL
01/26/2012 - 07/03/2019
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
NJ
06/01/2009 - 01/10/2012
MORGAN STANLEY SMITH BARNEY (MT. LAUREL NJ)
NJ
08/31/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
NY
04/29/2002 - 09/14/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/02/2000 - 03/01/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Krisowaty is the right advisor for you? Invested Better is here to help.
