Ken S. Cavalluzzo
Professional summary
Ken Sal Cavalluzzo DR, who also goes by Ken S Cavalluzzo Dr, is a registered financial advisor currently at CJK CAPITAL MANAGEMENT, LLC located in Doylestown, Pennsylvania.
Ken is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Ken has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ken Sal Cavalluzzo DR's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 5, 2015 - Present
CJK CAPITAL MANAGEMENT, LLC
January 12, 2012 - December 31, 2014
SVA WEALTH MANAGEMENT, LLC
January 10, 2012 - December 31, 2014
WISCONSIN CAPITAL MANAGEMENT, LLC
October 21, 2011 - January 10, 2012
SVA WEALTH MANAGEMENT, INC.
September 5, 2005 - January 10, 2012
WISCONSIN CAPITAL MANAGEMENT, 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
(1/5/2015)
Current Firm
CJK CAPITAL MANAGEMENT, LLC
CRD#: 173895 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 50 |
| AUM (Assets Under Management) | $ 36,800,000 |
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.
