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KS

Kenneth J. Savio

IDB CAPITAL
New York, NY 10036
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CRD#: 1428851
KS

Professional summary


Kenneth Joseph Savio, who also goes by Kenneth Savio, is a registered financial professional currently at IDB CAPITAL CORP. located in New York, New York.

Kenneth is registered as a RR (Registered Representative) and started their career in finance in 1986. Kenneth has worked at 7 firms and has passed the Series 63, Series 57TO, Series 99TO, SIE, Series 55, Series 7, Series 9, Series 4, Series 10, Series 8 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kenneth Savio

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Kenneth Joseph Savio's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 14, 2022 - Present

IDB CAPITAL CORP.

Office #1: 1114 Avenue Of The Americas, New York, NY 10036
BD
CRD#: 106032
New York, NY
Past

March 8, 2017 - January 3, 2022

OLIVETREE FINANCIAL, LLC

BD
CRD#: 154026
NEW YORK, NY
Past

May 16, 2011 - April 15, 2015

MACQUARIE CAPITAL (USA) INC.

BD
CRD#: 36368
NEW YORK, NY
Past

September 23, 2009 - March 23, 2011

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

July 27, 2009 - September 24, 2009

GUGGENHEIM SECURITIES, LLC

BD
CRD#: 40638
NEW YORK, NY
Past

August 4, 2008 - July 20, 2009

BTIG, LLC

BD
CRD#: 122225
NEW YORK, NY
Past

May 20, 1986 - June 18, 2008

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(4/14/2022)
RR
California
(4/14/2022)
RR
Colorado
(4/14/2022)
RR
Connecticut
(4/14/2022)
RR
Delaware
(4/14/2022)
RR
District of Columbia
(4/14/2022)
RR
Florida
(4/14/2022)
RR
Georgia
(4/14/2022)
RR
Illinois
(4/14/2022)
RR
Maryland
(4/14/2022)
RR
Massachusetts
(4/14/2022)
RR
Michigan
(4/14/2022)
RR
Minnesota
(4/14/2022)
RR
Nevada
(4/14/2022)
RR
New Jersey
(4/14/2022)
RR
New York
(4/14/2022)
RR
North Carolina
(4/14/2022)
RR
Ohio
(4/21/2022)
RR
Pennsylvania
(4/14/2022)
RR
South Carolina
(4/14/2022)
RR
South Dakota
(4/14/2022)
RR
Texas
(4/14/2022)
RR
Utah
(4/14/2022)
RR
Virginia
(4/14/2022)
RR
Washington
(4/14/2022)
RR
Wisconsin
(4/14/2022)
RR
Wyoming
(4/14/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 7/13/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/20/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 9/23/1995
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


IC
IDB CAPITAL CORP.
ALEXANDRA & JAMES CO. | IDB CAPITAL CORP. | IDB ASSET MANAGEMENT, A DIVISION OF IDB CAPITAL CORP. | ALEXANDRA & JAMES CO.

CRD#: 106032 / SEC#: , 8-53000

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1114 Avenue Of The Americas, New York, NY 10036
Mailing Address
1114 Avenue Of The Americas, New York, NY 10036
Phone number
(212) 551-8800
Established
New York since 09/11/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (29 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ISRAEL DISCOUNT BANK OF NEW YORKSOLE SHAREHOLDER
CASE, LESLIE KATHRYNSECRETARY6058280
CLANCY, PATRICIA ANNECHIEF OPERATING OFFICER, PRINCIPAL OPERATIONS OFFICER2753700
FRAHER, NANCY ANNDIRECTOR6132794
GRANT, EDMOND FDIRECTOR4058518
KIM, EDWARD SANGFINANCIAL AND OPERATIONS PRINCIPAL, PRINCIPAL FINANCIAL OFFICER6702617
ROBERTS, DANIEL GDIRECTOR6986015
SAVIO, KENNETH JOSEPHPRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR1428851
SAVIO, KENNETH JOSEPHINTERIM CHAIRMAN OF THE BOARD1428851
TREBLE, TIMOTHYCHIEF COMPLIANCE OFFICER AND DIRECTOR1699773

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


IDB CAPITAL CORP.

CRD#: 106032New York, NY 10036

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