PK
Paul B. Kamke
KAMKE INVESTMENT STRATEGIES
WEST NYACK, NY 10994
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CRD#: 4561729
PK
Professional summary
Paul Burton Kamke is a registered financial advisor currently at KAMKE INVESTMENT STRATEGIES INC. located in West Nyack, New York.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Paul has worked at 1 firm and has passed the Series 65 exam.
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) KAMKE & DALEY LLP; 2 CROSFIELD AVE #420, WEST NYACK, NY 10994; NOT INVESTMENT RELATED; CPA FIRM; PARTNER IN CPA FIRM OF HIGH NET WORTH TAXPAYERS (06/1999 - PRESENT); 120 HOURS/MONTH DEVOTED; 4-5 HOURS DURING SECURITIES TRADING HOURS.
(2) ROCKLAND TRAVEL & CRUISES; 2 CROSFIELD AVENUE #420, WEST NYACK, NY 10994; NOT INVESTMENT RELATED; SOLE PROPRIETORSHIP, 1991-PRESENT; 2 HOURS PER MONTH DEVOTED, ZERO HOURS DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Burton Kamke'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
July 9, 2015 - Present
KAMKE INVESTMENT STRATEGIES INC.
Office #1: 2 Crosfield Avenue Suite 420, West Nyack, NY 10994Office #2: 2119 Berkmar Drive Suite C, Charlottesville, VA 22901RIA
CRD#: 121713
WEST NYACK, NY
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
New York(4/10/2021)
IAR
Virginia(7/9/2015)
Current Firm
KI
KAMKE INVESTMENT STRATEGIES INC.
KAMKE INVESTMENT STRATEGIES INC.
CRD#: 121713 / SEC#:
New York
Registered Investment Advisory firm - (9/29/1997 Approved)Virginia
Registered Investment Advisory firm - (7/9/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2119 Berkmar Drive Suite C, Charlottesville, VA 22901
Mailing Address
Phone number
(434) 566-0474
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 121 |
| AUM (Assets Under Management) | $ 76,504,844 |
Red Flags
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