Kent R. Seymour
Professional summary
Kent Robert Seymour, CFA, who also goes by Kent Seymour, is a registered financial advisor currently at MENLO ADVISORS LLC located in Menlo Park, California.
Kent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Kent has worked at 3 firms and has passed the Series 63, Series 6 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kent Robert Seymour's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 2, 2014 - Present
MENLO ADVISORS LLC
Office #1: 659 Oak Grove Avenue Suite 207, Menlo Park, CA 94025December 12, 2002 - December 31, 2003
MENLO ADVISORS LLC
January 31, 1992 - October 22, 2002
THE PORTOLA GROUP INC
August 30, 1990 - September 17, 1991
BAILARD FUND SERVICES, INC.
Primary Firm SEC Registration
MENLO ADVISORS LLC
CRD#: 122721 / SEC#: 801-61504
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/2/2014)
Exams
Series 2
Date: 1/4/1988
Non-Member General Securities ExaminationCurrent Firm
MENLO ADVISORS LLC
CRD#: 122721 / SEC#: 801-61504
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 98 |
| AUM (Assets Under Management) | $ 318,427,315 |
Red Flags
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Company Information
MENLO ADVISORS LLC
CRD#: 122721Menlo Park, CA 94025TRUST BUT VERIFY
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