Kenneth M. Halberg
Professional summary
Kenneth Michael Halberg is a registered financial advisor currently at KDB ASSET MANAGEMENT, LLC located in New York, New York.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Kenneth has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Michael Halberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 18, 2022 - Present
KDB ASSET MANAGEMENT, LLC
Office #1: 14 East 60th Street - Suite 602, New York, NY 10022October 16, 1997 - June 30, 1999
PRUDENTIAL EQUITY GROUP, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/18/2022)
Exams
Current Firm
KDB ASSET MANAGEMENT, LLC
CRD#: 129745 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 42 |
| AUM (Assets Under Management) | $ 21,600,000 |
Red Flags
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