Kedrick P. Sackey

PRINCETON WEALTH MANAGEMENT ALLIANCE

Princeton, NJ 08540

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CRD#: 2438501

Professional summary

Kedrick P Sackey, who also goes by K Peter Sackey, Kedrick Peter Sackey, Kedrickpeter Sackey, is a registered financial advisor currently at PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC located in Princeton, New Jersey.

Kedrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Kedrick has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

K Peter Sackey | Kedrick Peter Sackey | Kedrickpeter Sackey

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.

1) ACCUHOME HEALTHCARE LTD., NON-INVESTMENT RELATED, WEST ORANGE, NJ 07052, MEDICAL HOME HEALTHCARE SERVICES; PARTNER - PROVIDES BUSINESS ADVICE; START DATE: 10/01/2015; 2-4 HOURS PER MONTH DEVOTED TO BUSINESS DURING NON-SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kedrick P Sackey'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

October 4, 2018 - Present

PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC

Office #1: 103 Carnegie Center Drive Suite 300, Princeton, NJ 08540

RIA

CRD#: 298614

Princeton, NJ

Past

December 28, 2015 - November 8, 2018

SEACREST WEALTH MANAGEMENT, LLC

RIA

CRD#: 147092

FAIRFIELD, NJ

Past

September 23, 2010 - November 30, 2015

AEGIS CAPITAL CORP.

CRD#: 15007

HOLMDEL, NJ

Past

May 26, 1998 - October 18, 2010

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

December 17, 1997 - May 22, 1998

THINKEQUITY LLC

CRD#: 20996

NEW YORK, NY

Past

August 21, 1995 - December 17, 1997

D. H. BLAIR & CO., INC.

CRD#: 6833

NEW YORK, NY

Past

January 17, 1995 - August 29, 1995

FIRST ASSET MANAGEMENT, INC.

CRD#: 17341

GARDEN CITY, NY

Past

June 6, 1994 - January 30, 1995

BERKELEY SECURITIES CORPORATION

CRD#: 8397

NEW YORK, NY

Past

April 12, 1994 - June 6, 1994

GRUNTAL & CO., L.L.C.

CRD#: 372

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.

Highlighted states indicate IAR registrations

IAR

New Jersey
(10/4/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/22/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/21/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/30/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/11/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/3/1998

General Securities Principal Examination

Current Firm

PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC

CRD#: 298614 / SEC#:

New Jersey

Registered Investment Advisory firm - (10/4/2018 Approved)

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Contact information

Main Address

103 Carnegie Center Drive Suite 324, Princeton, NJ 08540

Mailing Address

Phone number

(609) 212-2934

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	372
AUM (Assets Under Management)	$ 66,844,984

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.

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Kedrick P. Sackey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kedrick P Sackey's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEACREST WEALTH MANAGEMENT, LLC

AEGIS CAPITAL CORP.

OPPENHEIMER & CO. INC.

THINKEQUITY LLC

D. H. BLAIR & CO., INC.

FIRST ASSET MANAGEMENT, INC.

BERKELEY SECURITIES CORPORATION

GRUNTAL & CO., L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/22/1999

Series 63

Date: 4/21/1994

SIE

Date: 11/30/2015

Series 7

Date: 4/11/1994

Series 24

Date: 3/3/1998

Current Firm

PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC

TRUST BUT VERIFY

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