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KL

Karen J. Landry

THE TILTED FUNDS GROUP
Cupertino, CA 95014-2296
Some features on this profile are disabled
CRD#: 1961856
KL

Professional summary

Karen Jean Landry, who also goes by Karen Asdikian, is a registered financial advisor currently at THE TILTED FUNDS GROUP, LLC located in Cupertino, California and SILVER LEAF PARTNERS, LLC located in New York, New York.

Karen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Karen has worked at 9 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Karen Asdikian

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.
Company: Benefunder Website: https://www.benefunder.com/ Location: Del Mar, California Start Date: 10/2017 Investment Related: Yes Type of Business: Benefunder is a resource for funders, researchers, and entrepreneurs alike. Benefunder is a multiplier for access, efficiency, and engagement accelerating the impact mandates of our clients while providing a viable alternative funding source for innovators. Responsibilities: Advisor Time Dedicated: 4-hours per month Company: Tilted Funds Group LLC Website: None Address: 20400 Stevens Creek Blvd., Suite 700, Cupertino CA 95014 Start Date: 07/2006 Title: Investment Related: Yes, investment related. Type of Business: California Investment Adviser Responsibilities: Administration and independent consultant Time Dedicated: 2-hours per month Company: Karen Landry Capital, LLC Website: None Address: 9810 Club Place Lane, Carmel, CA. 93923 Start Date: 02/2017 Investment Related: No Type of Business: Provides consulting services associated with business growth. Including as a part-time sales representative for Rare Coin Wholesalers/S.L.Contursi, Inc., with hours dedicated at my discretion Responsibilities: Managing Member, Business Development and Sales & Marketing Time Dedicated: 4-hours per month Company: Club Place Lane Home Owners Association Website: N/A Address: 9810 Club Place Lane, Carmel, CA 93923 Start Date: 1/2022 Title: Investment Related: No, Not investment related. Type of Business: Non-profit Homeowner's Association Responsibilities: Treasurer Time Dedicated: 2-hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karen Jean Landry's 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

May 8, 2007 - Present

THE TILTED FUNDS GROUP, LLC

Office #1: 20400 Stevens Creek Blvd Ste 700, Cupertino, CA 95014-2296
RIA
CRD#: 141537
Cupertino, CA
Current

January 23, 2015 - Present

SILVER LEAF PARTNERS, LLC

Office #1: 3 Columbus Circle Floor 15, New York, NY 10019
BD
CRD#: 126694
New York, NY
Past

February 4, 2016 - September 2, 2016

WAVEEDGE PARTNERS LLC

BD
CRD#: 126182
WOODSIDE, CA
Past

August 8, 2011 - June 3, 2013

INFLECTION PARTNERS LLC

RIA
CRD#: 132921
CARMEL, CA
Past

October 26, 2005 - November 24, 2014

MERCURY SECURITIES, LLC

BD
CRD#: 40368
SAN RAFAEL, CA
Past

May 29, 2003 - August 6, 2004

SOLEIL SECURITIES CORPORATION

BD
CRD#: 124737
NEW YORK, NY
Past

February 24, 1993 - June 14, 2010

BRAD PEERY CAPITAL, LLC

RIA
CRD#: 131249
CARMEL, CA
Past

December 8, 1992 - August 29, 2002

BRAD PEERY INC.

BD
CRD#: 15035
MILL VALLEY, CA
Past

February 19, 1992 - May 29, 1992

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
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

IAR
California
(5/8/2007)
RR
California
(1/23/2015)
RR
New York
(1/23/2015)

Exams

State Security Law Exam
RR
Series 63
Date: 3/2/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/18/1992
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TT
THE TILTED FUNDS GROUP, LLC
THE TILTED FUNDS GROUP, LLC | THE TITLED FUNDS GROUP, LLC

CRD#: 141537 / SEC#:

California
Registered Investment Advisory firm - (5/8/2007 Approved)
Missouri
Registered Investment Advisory firm - (12/2/2008 Terminated)
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Contact information

Main Address
20400 Stevens Creek Blvd Ste 700, Cupertino, CA 95014-2296
Mailing Address
Phone number
(408) 418-2415
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts5
AUM (Assets Under Management)$ 675,000

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

THE TILTED FUNDS GROUP, LLC

CRD#: 141537Cupertino, CA 95014-2296

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