RK
Raymond E. Kingsfield
PBMARES WEALTH MANAGEMENT LLC
Williamsburg, VA 23188
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CRD#: 2997119
RK
Professional summary
Raymond Earl Kingsfield is a registered financial advisor currently at PBMARES WEALTH MANAGEMENT LLC located in Williamsburg, Virginia.
Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Raymond has worked at 7 firms and has passed the Series 63 and Series 7 exams.
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.
1. POINT CAPITAL KENSINGTON & FAIRMOUNT MANAGERS, LLC - BOARD MEMBER, 4/2006 - PRESENT; 26 WESTOVER ROAD, VERONA, NJ 07044; A NJ LLC FORMED TO PURCHASE, RENOVATE CONDO CONVERT AND ASELL UNITS OF TWO STRUCTURES WITH 92 UNITS LOCATED IN JERSEY CITY, NJ. 1 HR. PER MONTH DEVOTED TO THIS BUSINESS. INVESTMENT RELATED. 2. SEAHAWK VENTURES I, LLC - MANAGING MEMBER, 7/2005 - PRESENT. A PRIVATE REAL ESTATE INVESTMENT AND DEVELOPMENT COMPANY. 195 N. HARBOR DRIVE, APT. 3108, CHICAGO, IL 60601. 1 HOUR DEVOTED PER MONTH. INVESTMENT RELATED. 3. SEAHAWK VENTURES II, LLC - MANAGING MEMBER, 7/2006 - PRESENT. A PRIVATE REAL ESTATE INVESTMENT AND DEVELOPMENT COMPANY. 195 N. HARBOR DRIVE, APT. 3108, CHICAGO, IL 60601. 1 HOURS DEVOTED PER MONTH. INVESTMENT RELATED. 4. STEEL FAMILY INVESTMENTS, LLC - CHIEF INVESTMENT AND OPERATING OFFICER. 05/2013 - PRESENT. 150 N. WACKER DRIVE, SUITE 1220. CHICAGO, IL 60606. INVESTMENT RELATED. FAMILY OFFICE ESTABLISHED FOR THE PURPOSE OF MANAGING AND OVERSEEING THE ASSETS OF THE STEEL FAMILY. DEVOTES 50+ HOURS PER WEEK TO THE BUSINESS. 5. STOCKING STUFFER VENTURES, LLC 195 N. WACKER DRIVE, APT. 3108, CHICAGO, IL 60601; MEMBER/MANAGER AS OF MARCH 2017 FORMED FOR THE SOLE PURPOSE OF PURCHASING UNIQUE REAL ESTATE PROPERTIES. DEVOTE 3 HOURS PER MONTH TO THIS BUSINESS. NON-INVESTMENT RELATED 6. STEEL INVESTMENT PARTNERS, LLC, 150 N. WACKER DRIVE, SUITE 1220, CHICAGO, IL 60606; MANAGING MEMBER, 11/2020; MAKE INVESTMENTS INTO GP/SPONSOR EQUITY ALONGSIDE OF EMERGING MANAGERS (PRIMARILY FIRST TIME FUNDS WITHIN REAL ESTATE AND PRIVATE CREDIT); DEVOTES 10 HOURS PER MONTH TO THIS BUSINESS
CRS (Client Relationship Summary) - RIA
Click below to view Raymond Earl Kingsfield'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®
NoneExperience
Current
January 30, 2013 - Present
PBMARES WEALTH MANAGEMENT LLC
Office #1: 4801 Courthouse Street Suite 128, Williamsburg, VA 23188RIA
CRD#: 116218
Williamsburg, VA
Past
November 2, 2010 - January 25, 2013
PBGH FINANCIAL ADVISORS, INC.
RIA
CRD#: 115013
HARRISONBURG, VA
Past
October 8, 2007 - April 27, 2009
LYNX CAPITAL, LLC
BD
CRD#: 137178
MORAGA, CA
Past
December 8, 2005 - October 3, 2007
KAIZAN CAPITAL CORP.
BD
CRD#: 130681
SAN RAMON, CA
Past
November 12, 2003 - May 6, 2004
BERGEN CAPITAL, INC.
BD
CRD#: 46348
HASBROUCK HEIGHTS, NJ
Past
August 21, 2000 - June 16, 2003
THOMAS WEISEL PARTNERS LLC
BD
CRD#: 46237
SAN FRANCISCO, CA
Past
February 10, 1998 - September 13, 2000
NATIONAL FINANCIAL SERVICES LLC
BD
CRD#: 13041
BOSTON, MA
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".
PW
PBMARES WEALTH MANAGEMENT LLC
FINANCIAL VISION LLC | WITT MARES FINANCIAL VISION, LLC | WITT MARES FINANCIAL VISION LLC | PBMARES WEALTH MANAGEMENT LLC
CRD#: 116218 / SEC#: 801-62425
RIA
Registered Investment Advisory firm - (10/21/2003 Approved)Virginia
Registered Investment Advisory firm - (10/21/2003 Terminated)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
Virginia(1/30/2013)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
PW
PBMARES WEALTH MANAGEMENT LLC
FINANCIAL VISION LLC | WITT MARES FINANCIAL VISION, LLC | WITT MARES FINANCIAL VISION LLC | PBMARES WEALTH MANAGEMENT LLC
CRD#: 116218 / SEC#: 801-62425
RIA
Registered Investment Advisory firm - (10/21/2003 Approved)Virginia
Registered Investment Advisory firm - (10/21/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4801 Courthouse Street Suite 128, Williamsburg, VA 23188
Mailing Address
Phone number
(757) 229-7180
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,685 |
| AUM (Assets Under Management) | $ 1,302,024,713 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/20/2025 | ||
| 09/24/2024 | ||
| 12/20/2023 |
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.
