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

Theodore G. Kane

SOUND SHORE MANAGEMENT
GREENWICH, CT 06836
Some features on this profile are disabled
CRD#: 4669713
TK

Professional summary


Theodore Gibbs Kane JR. is a registered financial advisor currently at SOUND SHORE MANAGEMENT INC located in Greenwich, Connecticut.

Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Theodore has worked at 1 firm .

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Theodore Gibbs Kane JR.'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

August 4, 1983 - Present

SOUND SHORE MANAGEMENT INC

Office #1: 8 Sound Shore Drive, Suite 180 P. O. Box 1810, Greenwich, CT 06836
RIA
CRD#: 112379
GREENWICH, CT

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".
SS
SOUND SHORE MANAGEMENT INC
SOUND SHORE MANAGEMENT INC

CRD#: 112379 / SEC#: 801-13549

RIA
Registered Investment Advisory firm - (1/6/1978 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
Connecticut
(8/4/1983)
IAR
Texas
(4/7/2005)

Exams


Current Firm


SS
SOUND SHORE MANAGEMENT INC
SOUND SHORE MANAGEMENT INC

CRD#: 112379 / SEC#: 801-13549

RIA
Registered Investment Advisory firm - (1/6/1978 Approved)
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
8 Sound Shore Dr., Suite 180, Greenwich, CT 06830-7242
Mailing Address
Phone number
(203) 629-1980
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (51 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

ADV PART 2 AS OF MARCH 2025 (3/27/2025)

Regulatory assets under management


Total Number of Accounts388
AUM (Assets Under Management)$ 3,197,778,346

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


SOUND SHORE MANAGEMENT INC

CRD#: 112379Greenwich, CT 06836

TRUST BUT VERIFY

Monitor Theodore Kane

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
Philip David Meese
Philip MeeseAdvisorCheck Check Mark
AE WEALTH MANAGEMENT, LLC
IAR
Darien, CT
footer-logo

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.
Powered ByAIRM Analytics