Kimberley C. Threadgill

STANSBERRY ASSET MANAGEMENT

New York, NY 10170

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CRD#: 6649931

Professional summary

Kimberley Carol Threadgill, CFP®, who also goes by Kimberley Carol Crisp, Kimberley C Ichter, Kimberley Carol Ichter, Kimberley Carol Weed, is a registered financial advisor currently at STANSBERRY ASSET MANAGEMENT, LLC located in New York, New York.

Kimberley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kimberley has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kimberley Carol Crisp | Kimberley C Ichter | Kimberley Carol Ichter | Kimberley Carol Weed

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.

Entity Name: Bull Run LLC Investment related: N Address: Marietta, GA 30064 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/15/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I would like to use rent out a house I own as a rental property. There is no connection to JPMC. This is a passive income pursuit very different than my role at JPMC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberley Carol Threadgill'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®

CFP^®

Certified Financial Planner

Experience

Current

January 20, 2023 - Present

STANSBERRY ASSET MANAGEMENT, LLC

Office #1: 420 Lexington Avenue Suite 300, New York, NY 10170

RIA

CRD#: 282103

New York, NY

Past

March 29, 2021 - December 9, 2022

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Dunwoody, GA

Past

October 4, 2019 - December 9, 2022

J.P. MORGAN SECURITIES LLC

CRD#: 79

Dunwoody, GA

Past

September 7, 2016 - September 27, 2019

MORGAN STANLEY

RIA

CRD#: 149777

ATLANTA, GA

Past

July 28, 2016 - September 27, 2019

MORGAN STANLEY

CRD#: 149777

ATLANTA, GA

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".

STANSBERRY ASSET MANAGEMENT, LLC

STANSBERRY ASSET MANAGEMENT LLC | STANSBERRY ASSET MANAGEMENT, LLC

CRD#: 282103 / SEC#: 801-107061

RIA

Registered Investment Advisory firm - (1/4/2016 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

New York
(1/20/2023)

IAR

Texas
(1/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/6/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/28/2016

General Securities Representative Examination

Current Firm

STANSBERRY ASSET MANAGEMENT, LLC

STANSBERRY ASSET MANAGEMENT LLC | STANSBERRY ASSET MANAGEMENT, LLC

CRD#: 282103 / SEC#: 801-107061

RIA

Registered Investment Advisory firm - (1/4/2016 Approved)

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Contact information

Main Address

1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262

Mailing Address

Phone number

(646) 854-4370

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STANSBERRY ASSET MANAGEMENT ADV2A 032025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,164
AUM (Assets Under Management)	$ 1,049,018,025

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.

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Firm Stability Insights

Kimberley C. Threadgill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberley Carol Threadgill's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

STANSBERRY ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/6/2016

SIE

Date: 10/1/2018

Series 7

Date: 7/28/2016

Current Firm

STANSBERRY ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STANSBERRY ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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