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Steven Ryan Kagy

Invesco Advisers, Inc.

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About Steven Ryan Kagy

Steven Kagy is a financial advisor with Invesco Advisers, Inc. Steven is licensed to provide investment advice in Texas, with an approved registration date of September 12, 2018. Steven holds Series 3, 7 and 66 licenses, as well as the SIE exam. Steven has been working in the investment industry since November 30, 2007. Prior to joining Invesco Advisers, Inc., Steven worked at PIMCO INVESTMENTS LLC, and ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC.

Firm Information

Steven Kagy is currently registered with Invesco Advisers, Inc.. Invesco Advisers, Inc. is an investment advisor based in Atlanta, GA, with over $10 billion to $50 billion in assets under management. They provide portfolio management services to a diverse range of clients, including individuals, businesses, pooled investment vehicles, and institutional clients. Invesco Advisers, Inc. also offers wrap fee programs.
Invesco Advisers, Inc.

1331 SPRING STREET NW

ATLANTA, GA 30309

$746.33B

Assets Under Management

Not reported

Total Clients

203

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 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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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ia to canadian registered mutual funds; portfolio management for private funds

Ia to canadian registered mutual funds; portfolio management for private funds

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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performance-based fees

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

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Steven Kagy’s Registration & Firm History

TX

09/12/2018 - Present

Invesco Advisers, Inc. (Fulshear TX)

CA

02/14/2011 - 03/20/2018

PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)

CA

06/13/2007 - 02/14/2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 08/25/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2010

Series 3 - National Commodity Futures Examination

BC

Issued 06/12/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Ryan Kagy.
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