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KV

Kristen M. Ventre

FNB WEALTH MANAGEMENT
YORK, PA 17402
Some features on this profile are disabled
CRD#: 5608812
KV

Professional summary

Kristen Marie Ventre, AIF®, who also goes by Kristen Marie Boyer, Kristen Marie Bush, Kristen Ventre, is a registered financial advisor currently at FNB WEALTH MANAGEMENT located in York, Pennsylvania.

Kristen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kristen has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kristen Marie Boyer | Kristen Marie Bush | Kristen Ventre

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 Kristen Marie Ventre'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

June 5, 2023 - Present

FNB WEALTH MANAGEMENT

Office #1: 220 St Charles Way, Suite 130, York, PA 17402
RIA
CRD#: 109515
YORK, PA
Past

January 5, 2021 - January 21, 2022

GIRARD PARTNERS LTD.

RIA
CRD#: 39163
YORK, PA
Past

September 1, 2015 - October 30, 2020

BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

RIA
CRD#: 106156
YORK, PA
Past

December 18, 2008 - August 3, 2015

VALLEY FORGE ASSET MANAGEMENT, LLC

RIA
CRD#: 7438
YORK, PA
Past

October 30, 2008 - August 3, 2015

VALLEY FORGE ASSET MANAGEMENT, LLC

BD
CRD#: 7438
YORK, PA

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".
FW
FNB WEALTH MANAGEMENT
F.N.B. INVESTMENT ADVISORS INC | PROMISTAR INVESTMENT ADVISORS INC | FNB WEALTH MANAGEMENT

CRD#: 109515 / SEC#: 801-56609

RIA
Registered Investment Advisory firm - (7/6/1999 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
Pennsylvania
(6/5/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/17/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/20/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/3/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/7/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/29/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FW
FNB WEALTH MANAGEMENT
F.N.B. INVESTMENT ADVISORS INC | PROMISTAR INVESTMENT ADVISORS INC | FNB WEALTH MANAGEMENT

CRD#: 109515 / SEC#: 801-56609

RIA
Registered Investment Advisory firm - (7/6/1999 Approved)
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Contact information

Main Address
626 Washington Place, Pittsburgh, PA 15219
Mailing Address
Phone number
(855) 688-0001
Established
Firm type
Fiscal year end
# of Employees
44

SEC notice filing (11 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

FNBIA FORM ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts1,097
AUM (Assets Under Management)$ 6,703,955,512

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/26/2024
Cover Page
Report
12/20/2023
Cover Page
Report
02/27/2023
Cover Page
Report

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

FNB WEALTH MANAGEMENT

CRD#: 109515York, PA 17402

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