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KA

Ken S. Anderson

1808 CAPITAL PARTNERS
GREENSBORO, NC 27408
Some features on this profile are disabled
CRD#: 5365588
KA

Professional summary

Ken Sheetz Anderson III, who also goes by Ken S Anderson III, Ken S Anderson, Ken Anderson, Trey Sheetz Anderson III, is a registered financial advisor currently at 1808 CAPITAL PARTNERS located in Greensboro, North Carolina.

Ken is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ken has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ken S Anderson Iii | Ken S Anderson | Ken Anderson | Trey Sheetz Anderson Iii

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) Name of Business: 1808 Capital Partners Address: 5 Corporate Center Ct Ste 100, Greensboro, NC, 27408, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/04/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ken Sheetz Anderson III'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

November 15, 2024 - Present

1808 CAPITAL PARTNERS

Office #1: 5 Corporate Center Ct Suite 100, Greensboro, NC 27408
RIA
CRD#: 332702
GREENSBORO, NC
Past

March 28, 2017 - November 8, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
GREENSBORO, NC
Past

March 9, 2017 - November 8, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Greensboro, NC
Past

August 4, 2015 - March 10, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
GREENSBORO, NC
Past

June 29, 2015 - March 10, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
GREENSBORO, NC
Past

July 30, 2009 - October 19, 2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
GREENSBORO, NC
Past

November 21, 2007 - October 23, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JACKSONVILLE, FL
Past

October 3, 2007 - October 23, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL

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".
1C
1808 CAPITAL PARTNERS
1808 CAPITAL PARTNERS | ONE8ZERO8, LLC | 1808 CAPITAL PARTNERS, LLC

CRD#: 332702 / SEC#: 801-131397

RIA
Registered Investment Advisory firm - (10/31/2024 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
North Carolina
(11/15/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/3/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/29/2015
General Securities Representative Examination

Current Firm

1C
1808 CAPITAL PARTNERS
1808 CAPITAL PARTNERS | ONE8ZERO8, LLC | 1808 CAPITAL PARTNERS, LLC

CRD#: 332702 / SEC#: 801-131397

RIA
Registered Investment Advisory firm - (10/31/2024 Approved)
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Contact information

Main Address
5 Corporate Center Ct Suite 100, Greensboro, NC 27408
Mailing Address
Phone number
(336) 814-9800
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (6 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

1808 CAPITAL PARTNERS ADV PART 2A (2/28/2025)

Regulatory assets under management

Total Number of Accounts995
AUM (Assets Under Management)$ 650,959,830

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

1808 CAPITAL PARTNERS

CRD#: 332702Greensboro, NC 27408

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