AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KB

Kristen M. Binkley

AMG DISTRIBUTORS
Stamford, CT 06901
Some features on this profile are disabled
CRD#: 2902726
KB

Professional summary

Kristen Mortimer Binkley, who also goes by Kristen Leigh Binkley, Kristen Leigh Mortimer, is a registered financial professional currently at AMG DISTRIBUTORS, INC. located in Stamford, Connecticut.

Kristen is registered as a RR (Registered Representative) and started their career in finance in 2001. Kristen has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kristen Leigh Binkley | Kristen Leigh Mortimer

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) Armstrong Bradfield Parent Association; Treasurer (Home Tour) ; My role will be to check ABPA Home Tour mailbox for incoming checks that we receive from sponsors depositing any ABPA Home Tour checks received in the ABPA home tour bank and keeping track of which sponsors sent in checks; Start date: 01/10/2022, 4 hours Jan-Sept and October-Dec 8 hours (2) Role/Title: Texas Wall Street Women; Head of Volunteerism & Board Member; Texas Wall Street Women (TXWSW) founded in January of 2008 is a non-profit exclusive peer network of professional women in the finance industry who are committed to making a difference in their community and to developing and growing professionally. We achieve these goals through our philanthropic endeavors educational forums and networking events.; Coordinate volunteer work across the varies cities where TXWSW has a chapter: Dallas Austin Houston Fort Worth & San Antonio attend quarterly board calls and help get the word out for corporate sponsorship. Start Date: 1/4/2021

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kristen Mortimer Binkley'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

June 20, 2024 - Present

AMG DISTRIBUTORS, INC.

Office #1: 680 Washington Blvd Suite 500, Stamford, CT 06901
BD
CRD#: 27314
Stamford, CT
Past

November 11, 2015 - May 7, 2024

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 108928
PRINCETON, NJ
Past

November 11, 2015 - May 7, 2024

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
PRINCETON, NJ
Past

July 26, 2002 - October 21, 2015

LORD, ABBETT & CO. LLC

RIA
CRD#: 110391
DALLAS, TX
Past

April 6, 2001 - October 21, 2015

LORD ABBETT DISTRIBUTOR LLC

BD
CRD#: 530
JERSEY CITY, NJ

State Registrations and Notice Filings

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

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

RR
Alabama
(6/20/2024)
RR
Alaska
(6/20/2024)
RR
Arizona
(6/20/2024)
RR
Arkansas
(6/20/2024)
RR
California
(6/20/2024)
RR
Colorado
(6/20/2024)
RR
Connecticut
(6/20/2024)
RR
Delaware
(6/20/2024)
RR
District of Columbia
(6/20/2024)
RR
Florida
(6/20/2024)
RR
Georgia
(6/20/2024)
RR
Hawaii
(6/20/2024)
RR
Idaho
(6/20/2024)
RR
Illinois
(6/20/2024)
RR
Indiana
(6/20/2024)
RR
Iowa
(6/20/2024)
RR
Kansas
(6/20/2024)
RR
Kentucky
(6/20/2024)
RR
Louisiana
(6/20/2024)
RR
Maine
(6/20/2024)
RR
Maryland
(6/20/2024)
RR
Massachusetts
(6/20/2024)
RR
Michigan
(6/20/2024)
RR
Minnesota
(6/20/2024)
RR
Mississippi
(6/20/2024)
RR
Missouri
(6/20/2024)
RR
Montana
(6/20/2024)
RR
Nebraska
(6/20/2024)
RR
Nevada
(6/20/2024)
RR
New Hampshire
(6/20/2024)
RR
New Jersey
(6/20/2024)
RR
New Mexico
(6/20/2024)
RR
New York
(6/20/2024)
RR
North Carolina
(6/20/2024)
RR
North Dakota
(6/20/2024)
RR
Ohio
(6/20/2024)
RR
Oklahoma
(6/20/2024)
RR
Oregon
(6/20/2024)
RR
Pennsylvania
(6/20/2024)
RR
Puerto Rico
(6/20/2024)
RR
Rhode Island
(6/20/2024)
RR
South Carolina
(6/20/2024)
RR
South Dakota
(6/20/2024)
RR
Tennessee
(6/20/2024)
RR
Texas
(6/20/2024)
RR
Utah
(6/20/2024)
RR
Vermont
(6/20/2024)
RR
Virgin Islands
(6/20/2024)
RR
Virginia
(6/20/2024)
RR
Washington
(6/20/2024)
RR
West Virginia
(6/20/2024)
RR
Wisconsin
(6/20/2024)
RR
Wyoming
(6/20/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/6/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/5/2001
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AD
AMG DISTRIBUTORS, INC.
333 GLOBAL ADVISERS | THE MANAGERS FUNDS LLC | THE MANAGERS FUNDS L.P. | THE MANAGERS FUNDS | MANAGERSCHOICE | MANAGERS INVESTMENT GROUP LLC | MANAGERS DISTRIBUTORS, INC. | MANAGERS AMG FUNDS | EAIMC PARTNERS L.P. | AMG DISTRIBUTORS, INC.

CRD#: 27314 / SEC#: , 8-43057

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
680 Washington Blvd Suite 500, Stamford, CT 06901
Mailing Address
680 Washington Blvd Suite 500, Stamford, CT 06901
Phone number
(203) 299-3500
Established
Delaware since 12/29/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
AMG FUNDS LLCSOLE SHAREHOLDER153456
GALIS, AARONDIRECTOR7333959
HOPKINS, THOMAS JOHNPRINCIPAL FINANCIAL OFFICER; PRINCIPAL OPERATIONS OFFICER AND FINOP1835087
JACOBS ANTONACCIO, RACHEL ELIZABETHHEAD OF CLIENT SOLUTIONS AND PRINCIPAL3189490
KINNE, KEITHA LEEPRESIDENT, PRINCIPAL AND CHIEF OPERATING OFFICER2039630
SPELLMAN, PATRICK JOSEPHCHIEF COMPLIANCE OFFICER3086822

Disclosures

Regulatory Event2

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

AMG DISTRIBUTORS, INC.

CRD#: 27314Stamford, CT 06901

TRUST BUT VERIFY

Monitor Kristen Binkley

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Brian Joseph Marchini
Brian MarchiniAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
White Plains, NY
Randy Brickman
Randy BrickmanAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
NORTH WOODMERE, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.