Kenton K. Gearhart
Professional summary
Kenton Kyle Gearhart, CFP®, who also goes by Kenton K Gearhart, Kyle Gearhart, is a registered financial advisor currently at GEARHART & ASSOCIATES located in Cincinnati, Ohio.
Kenton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Kenton has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kenton Kyle Gearhart's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2004
Experience
July 14, 2022 - Present
GEARHART & ASSOCIATES
Office #1: 9301 Montgomery Road Suite 2a, Cincinnati, OH 45242December 19, 2013 - July 21, 2022
RAYMOND JAMES & ASSOCIATES, INC.
December 19, 2013 - July 21, 2022
RAYMOND JAMES & ASSOCIATES, INC.
August 9, 1999 - December 20, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 10, 1994 - December 20, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
GEARHART & ASSOCIATES
CRD#: 321832 / SEC#: 801-125856
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/14/2022)
(3/23/2023)
Exams
Current Firm
GEARHART & ASSOCIATES
CRD#: 321832 / SEC#: 801-125856
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,694 |
| AUM (Assets Under Management) | $ 723,918,841 |
Red Flags
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Company Information
GEARHART & ASSOCIATES
CRD#: 321832Cincinnati, OH 45242TRUST BUT VERIFY
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