Kimberly A. Zeis
Professional summary
Kimberly Ann Zeis, who also goes by Kimberly A Beliunas, is a registered financial advisor currently at BILL FEW ASSOCIATES, INC. located in Sewickley, Pennsylvania.
Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kimberly has worked at 2 firms and has passed the Series 66, Series 7TO, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kimberly Ann Zeis's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 6, 2021 - Present
BILL FEW ASSOCIATES, INC.
Office #1: 2100 Georgetown Drive Suite 600, Sewickley, PA 15143June 26, 2006 - December 13, 2021
BILL FEW SECURITIES, INC.
Primary Firm SEC Registration
BILL FEW ASSOCIATES, INC.
CRD#: 133561 / SEC#: 801-29235
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/6/2021)
Exams
Series 7TO
Date: 3/20/2024
General Securities Representative ExaminationSeries 99TO
Date: 3/20/2024
Operations Professional ExaminationCurrent Firm
BILL FEW ASSOCIATES, INC.
CRD#: 133561 / SEC#: 801-29235
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,817 |
| AUM (Assets Under Management) | $ 2,642,969,998 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/14/2025 | ||
| 08/19/2024 | ||
| 06/30/2023 | ||
| 08/05/2022 |
Red Flags
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