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

Kristian Linnet

JEFFERIES INVESTMENT ADVISERS LLC
Stamford, CT 06902
Some features on this profile are disabled
CRD#: 5113205
KL

Professional summary


Kristian Linnet, who also goes by Linnet Kristian, is a registered financial advisor currently at JEFFERIES INVESTMENT ADVISERS LLC located in Stamford, Connecticut and JEFFERIES LLC located in Stamford, Connecticut.

Kristian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Kristian has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Linnet Kristian

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.
NAME: ARENA REAL ESTATE SERVICES; INVESTMENT RELATED: YES; LOCATION: STAMFORD, CT;START DATE: OCTOBER 2013;NATURE OF BUSINESS: REAL ESTATE SALES;TITLE: REALTOR; HOURS DEVOTED PER DAY DURING NON-BUSINESS HOURS: APPROXIMATELY 1; HOURS DEVOTED PER DAY DURING BUSINESS HOURS: 0. ?THE NAME OF THE OTHER BUSINESS: LINNET DEVELOPMENT LLC; ?WHETHER THE BUSINESS IS INVESTMENT-RELATED: THIS COMPANY IS STRICTLY GOING TO BE FOR CONSTRUCTION, NO INVESTMENT UNDER THIS COMPANY. (ISSUING PERMITS, PAYING SUB CONTRACTORS, ETC; ?THE ADDRESS OF THE OTHER BUSINESS: STAMFORD, CT 06903; ?THE NATURE OF THE OTHER BUSINESS: REAL ESTATE CONSTRUCTION AND DEVELOPMENT; ?YOUR POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: OWNER; ?THE START DATE OF YOUR RELATIONSHIP: 07/02/2015; ?THE APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 1-2 HOURS PER WEEK AFTER WORKING HOURS; ?THE NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 0; ?BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: OWNER AND MEMBER OF THE LLC, WILL BE SIGNING FOR CONSTRUCTION CONTRACTS, PERMITS, ANYTHING THAT LINNET DEVELOPMENT LLC WILL BE INVOLVED. ARENA DEVELOPMENT LLC; PART OWNER; INVESTMENT RELATED; LOCATED IN STAMFORD, CT; STARTED OCTOBER 2013; TITLE-REALTOR; 1 HOUR DEVOTED PER DAY DURING NON BUSINESS HOURS; 0 HOURS DEVOTED PER DAY DURING BUSINESS HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kristian Linnet'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

May 24, 2023 - Present

JEFFERIES INVESTMENT ADVISERS LLC

Office #1: The Metro Center One Station Place - Three North, Stamford, CT 06902
RIA
CRD#: 325421
Stamford, CT
Current

July 5, 2012 - Present

JEFFERIES LLC

Office #1: The Metro Center One Station Place-three North, Stamford, CT 06902Office #2: The Metro Center One Station Place-three North, Stamford, CT 06902
BD
CRD#: 2347
Stamford, CT
Past

July 5, 2012 - August 14, 2023

LEUCADIA ASSET MANAGEMENT LLC

RIA
CRD#: 121767
Stamford, CT
Past

March 19, 2008 - July 3, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

November 13, 2007 - July 3, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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".
JI
JEFFERIES INVESTMENT ADVISERS LLC
JEFFERIES INVESTMENT ADVISERS LLC

CRD#: 325421 / SEC#: 801-127656

RIA
Registered Investment Advisory firm - (4/20/2023 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(2/4/2016)
IAR
Alabama
(9/18/2025)
RR
Alaska
(3/23/2021)
IAR
Alaska
(9/23/2025)
RR
Arizona
(3/23/2021)
IAR
Arizona
(10/10/2025)
RR
Arkansas
(3/23/2021)
IAR
Arkansas
(10/1/2025)
RR
California
(2/1/2013)
IAR
California
(9/18/2025)
RR
Colorado
(4/1/2019)
IAR
Colorado
(9/19/2025)
RR
Connecticut
(7/5/2012)
IAR
Connecticut
(5/24/2023)
RR
Delaware
(3/23/2021)
IAR
Delaware
(9/18/2025)
RR
District of Columbia
(3/23/2021)
RR
Florida
(7/5/2012)
RR
Georgia
(4/1/2019)
IAR
Georgia
(9/19/2025)
RR
Hawaii
(3/23/2021)
IAR
Hawaii
(9/19/2025)
RR
Idaho
(3/23/2021)
IAR
Idaho
(9/18/2025)
RR
Illinois
(3/23/2021)
IAR
Illinois
(9/19/2025)
RR
Indiana
(3/23/2021)
IAR
Indiana
(9/19/2025)
RR
Iowa
(3/23/2021)
IAR
Iowa
(9/19/2025)
RR
Kansas
(3/23/2021)
IAR
Kansas
(9/18/2025)
RR
Kentucky
(3/23/2021)
IAR
Kentucky
(9/23/2025)
RR
Louisiana
(3/23/2021)
IAR
Louisiana
(9/18/2025)
RR
Maine
(3/23/2021)
IAR
Maine
(9/19/2025)
RR
Maryland
(3/23/2021)
IAR
Maryland
(9/19/2025)
RR
Massachusetts
(3/23/2021)
RR
Michigan
(3/23/2021)
IAR
Michigan
(9/22/2025)
RR
Minnesota
(3/23/2021)
IAR
Minnesota
(9/23/2025)
RR
Mississippi
(3/23/2021)
IAR
Mississippi
(9/18/2025)
RR
Missouri
(3/23/2021)
IAR
Missouri
(9/18/2025)
RR
Montana
(3/23/2021)
IAR
Montana
(9/23/2025)
RR
Nebraska
(3/23/2021)
IAR
Nebraska
(9/18/2025)
RR
Nevada
(3/23/2021)
IAR
Nevada
(9/19/2025)
RR
New Hampshire
(3/23/2021)
IAR
New Hampshire
(9/19/2025)
RR
New Jersey
(2/4/2016)
IAR
New Jersey
(9/18/2025)
RR
New Mexico
(3/23/2021)
IAR
New Mexico
(9/19/2025)
RR
New York
(7/5/2012)
IAR
New York
(9/18/2025)
RR
North Carolina
(3/23/2021)
IAR
North Carolina
(9/19/2025)
RR
North Dakota
(3/23/2021)
IAR
North Dakota
(9/22/2025)
RR
Ohio
(3/23/2021)
IAR
Ohio
(9/18/2025)
RR
Oklahoma
(3/23/2021)
IAR
Oklahoma
(9/22/2025)
RR
Oregon
(3/23/2021)
IAR
Oregon
(10/22/2025)
RR
Pennsylvania
(3/23/2021)
IAR
Pennsylvania
(9/19/2025)
RR
Puerto Rico
(3/23/2021)
IAR
Puerto Rico
(10/17/2025)
RR
Rhode Island
(3/23/2021)
IAR
Rhode Island
(9/19/2025)
RR
South Carolina
(4/1/2019)
IAR
South Carolina
(9/23/2025)
RR
South Dakota
(3/23/2021)
IAR
South Dakota
(9/19/2025)
RR
Tennessee
(3/23/2021)
RR
Texas
(4/1/2019)
IAR
Texas
(9/19/2025)
RR
Utah
(3/23/2021)
IAR
Utah
(9/18/2025)
RR
Vermont
(3/23/2021)
IAR
Vermont
(9/18/2025)
RR
Virgin Islands
(7/31/2024)
IAR
Virgin Islands
(9/19/2025)
RR
Virginia
(3/23/2021)
IAR
Virginia
(9/19/2025)
RR
Washington
(4/1/2019)
IAR
Washington
(9/18/2025)
RR
West Virginia
(3/23/2021)
IAR
West Virginia
(9/22/2025)
RR
Wisconsin
(3/23/2021)
IAR
Wisconsin
(9/18/2025)
RR
Wyoming
(3/23/2021)
IAR
Wyoming
(9/22/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/3/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
24X National Exchange LLC
SRO Registrations
RR
BOX Exchange LLC
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe C2 Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
Long-Term Stock Exchange, Inc.
SRO Registrations
RR
MEMX LLC
SRO Registrations
RR
MIAX Emerald, LLC
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
MIAX Sapphire
SRO Registrations
RR
Miami International Securities Exchange, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE National, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq GEMX, LLC
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq MRX, LLC
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


JI
JEFFERIES INVESTMENT ADVISERS LLC
JEFFERIES INVESTMENT ADVISERS LLC

CRD#: 325421 / SEC#: 801-127656

RIA
Registered Investment Advisory firm - (4/20/2023 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
520 Madison Avenue, New York, NY 10022
Mailing Address
Phone number
(212) 284-2300
Established
Firm type
Fiscal year end
# of Employees
135

SEC notice filing (53 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

JEFFERIES INVESTMENT ADVISERS LLC - WRAP FEE BROCHURE (2/27/2025)

Regulatory assets under management


Total Number of Accounts2,081
AUM (Assets Under Management)$ 3,402,872,417

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


JEFFERIES INVESTMENT ADVISERS LLC

CRD#: 325421Stamford, CT 06902

TRUST BUT VERIFY

Monitor Kristian Linnet

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