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KC

Kevin A. Cuddie

S.B. VALUE PARTNERS, L.P.
DENVER, CO
Some features on this profile are disabled
CRD#: 2866841
KC

Professional summary

Kevin Andrew Cuddie is a registered financial advisor currently at S.B. VALUE PARTNERS, L.P. located in Denver, Colorado.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Kevin has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 31, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
BLACK SHEEP CAPITAL LLC; NOT INVESTMENT RELATED;5700 W SUMAC AVE DENVER CO 80123;SOFTWARE HOLDING CO GENERAL PARTNER; APPROX 1 HR PER MTH WITH 0 DURING TRADING HOURS;NO COMPENSATION BUT SO HAVE SIGNATORY AUTHORITY FOR BANK/CHECKING ACCTS; MANAGE CHECKING ACCT AND MAINTAIN SOFTWARE RECORDS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Andrew Cuddie's CRS (Customer Relationship Summary).
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

July 5, 2017 - Present

S.B. VALUE PARTNERS, L.P.

RIA
CRD#: 139162
DENVER, CO
Past

June 9, 2017 - July 3, 2017

INVESTMENT PROFESSIONALS, INC.

RIA
CRD#: 30184
ENGLEWOOD, CO
Past

May 1, 2013 - July 3, 2017

INVESTMENT PROFESSIONALS, INC.

BD
CRD#: 30184
ENGLEWOOD, CO
Past

October 5, 2010 - March 8, 2013

GREAT POINT CAPITAL LLC

BD
CRD#: 114203
CHICAGO, IL
Past

June 27, 2008 - September 24, 2010

CRT TRADING, LLC

BD
CRD#: 44713
GENEVA, IL
Past

December 19, 2005 - April 11, 2008

FOX RIVER EXECUTION TECHNOLOGY, LLC

BD
CRD#: 133549
GENEVA, IL
Past

September 18, 2003 - July 26, 2005

ELECTRONIC TRADING GROUP, LLC

BD
CRD#: 37453
NEW YORK, NY
Past

August 28, 2002 - September 12, 2003

ETS CAPITAL MANAGEMENT, LLC

RIA
CRD#: 119240
DENVER, CO
Past

June 27, 2001 - September 13, 2002

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, NY
Past

February 17, 2000 - June 26, 2001

ON-SITE TRADING, INC.

BD
CRD#: 30271
GREAT NECK, NY
Past

February 24, 1998 - December 23, 1998

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

April 23, 1997 - March 3, 1998

KFS BD, INC.

BD
CRD#: 490
OMAHA, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SV
S.B. VALUE PARTNERS, L.P.
S.B. VALUE PARTNERS, L.P.

CRD#: 139162 / SEC#: 801-66139

RIA
Registered Investment Advisory firm - (2/16/2006 Approved)

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
Colorado
(7/5/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/7/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/19/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/3/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 8/16/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 31
Date: 4/1/1998
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 4/22/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 8/6/2001
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/28/2001
General Securities Principal Examination

Current Firm

SV
S.B. VALUE PARTNERS, L.P.
S.B. VALUE PARTNERS, L.P.

CRD#: 139162 / SEC#: 801-66139

RIA
Registered Investment Advisory firm - (2/16/2006 Approved)
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Contact information

Main Address
1903 San Pedro Avenue, San Antonio, TX 78212
Mailing Address
Po Box 15159, San Antonio, TX 78212
Phone number
(844) 728-2583
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SB VALUE PARTNERS BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts110
AUM (Assets Under Management)$ 5,003,057,444

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

S.B. VALUE PARTNERS, L.P.

CRD#: 139162Denver, CO

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