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KB

Kimberly C. Black

GREYTHORNE ADVISORS LLC
LAMBERTVILLE, NJ
Some features on this profile are disabled
CRD#: 6452921
KB

Professional summary

Kimberly Cullen Black, who also goes by Kimberly Sue Cullen, is a registered financial advisor currently at GREYTHORNE ADVISORS LLC located in Lambertville, New Jersey.

Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kimberly has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kimberly Sue Cullen

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.
Insurance Agent -Insurance Sales and Service Not investment Related 1-5 hours devoted per month and devoted during trading hours. Greythorne Farm, LLC a. It is not investment related b. 668 Brunswick Pike Lambertville, NJ 08530. It is the 8 acres my home is located on. c. Flower and Vegetable Farm d. Farmer e. Land owner f. Start Date, May 2020, incorporated July 2024 g. May to August Weekends h. No hours worked during trading security hours. i. Prepare land and harvest. Have an additional farmer on land raising chickens and vegetables.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Cullen Black's 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

January 13, 2025 - Present

GREYTHORNE ADVISORS LLC

RIA
CRD#: 332142
LAMBERTVILLE, NJ
Past

May 18, 2023 - July 15, 2024

FAITHWARD ADVISORS, LLC

RIA
CRD#: 116978
Lambertville, NJ
Past

October 20, 2022 - July 29, 2024

AMERICAN PORTFOLIOS ADVISORS, INC

RIA
CRD#: 112697
HOLBROOK, NY
Past

October 20, 2022 - July 29, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
Lambertville, NJ
Past

December 8, 2017 - October 25, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BEDMINSTER, NJ
Past

December 7, 2017 - October 25, 2022

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BEDMINSTER, NJ
Past

April 28, 2015 - December 8, 2017

EDWARD JONES

RIA
CRD#: 250
LAMBERTVILLE, NJ
Past

April 7, 2015 - December 8, 2017

EDWARD JONES

BD
CRD#: 250
LAMBERTVILLE, NJ

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
New Jersey
(1/13/2025)
IAR
Pennsylvania
(9/4/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/24/2015
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: 4/7/2015
General Securities Representative Examination

Current Firm

GA
GREYTHORNE ADVISORS LLC
GREYTHORNE ADVISORS LLC

CRD#: 332142 / SEC#:

New Jersey
Registered Investment Advisory firm - (1/10/2025 Approved)
Pennsylvania
Registered Investment Advisory firm - (9/4/2025 Approved)
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Contact information

Main Address
Lambertville, NJ
Mailing Address
Phone number
(609) 746-8544
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts110
AUM (Assets Under Management)$ 22,000,000

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.

Company Information

GREYTHORNE ADVISORS LLC

CRD#: 332142Lambertville, NJ

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