KC
Kenny N. Conwell
CAPITALWIZE
Atlanta, GA 30309
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CRD#: 6771644
KC
Professional summary
Kenny Nathan Conwell Jr. is a registered financial advisor currently at CAPITALWIZE, LLC located in Atlanta, Georgia.
Kenny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kenny has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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:CNK Companies & Co.;
Investment related: Yes;
Position:Owner/Insurance Agent;
Start: 02/2016
Hr/month: 50, 25 during securities trading
Duties: Marketing, consulting and insurance sales
CRS (Client Relationship Summary) - RIA
Click below to view Kenny Nathan Conwell Jr.'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®
NoneExperience
Current
April 21, 2017 - Present
CAPITALWIZE, LLC
Office #1: 1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309RIA
CRD#: 288124
Atlanta, GA
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
Georgia(4/21/2017)
Current Firm
CL
CAPITALWIZE, LLC
CAPITALWIZE, LLC | MONEY SAVVY FINANCIAL, LLC
CRD#: 288124 / SEC#:
Georgia
Registered Investment Advisory firm - (4/21/2017 Approved)North Carolina
Registered Investment Advisory firm - (10/11/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309
Mailing Address
Phone number
(800) 835-0863
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 45 |
| AUM (Assets Under Management) | $ 1,391,897 |
Red Flags
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