KK
Kenton B. Kilmer
ADDIGENCE
New York, NY 10281
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CRD#: 6868818
KK
Professional summary
Kenton Broadfoot Kilmer is a registered financial advisor currently at ADDIGENCE CORPORATION located in New York, New York.
Kenton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kenton has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 79 exams.
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.
WebCRD - Kenton Kilmer Starting on 4/22/2021 Mr. Kilmer has been engaged in an outside business activity as a consultant at Additive Intelligence LLC. The company is a consulting firm and has no ownership affiliation with Young America Capital LLC. The firms offices are located at 355 South End Ave New York New York. Duties include management and business consulting and the services offered maybe investment related. Mr. Kilmer will dedicate time as needed to this endeavor, estimated to be 10 to 15 hours. Addigence Corporation - President of investment adviser located in New York City. This is an investment-related business. Duties include managing investment advisers and day-to-day firm operations. There are no conflicts of interest, this is an investment-related business. Time spent on duties is estimated to be 25 to 50 hours a week.
CRS (Client Relationship Summary) - RIA
Click below to view Kenton Broadfoot Kilmer'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 28, 2025 - Present
ADDIGENCE CORPORATION
Office #1: 200 Vesey St 24th Fl, New York, NY 10281RIA
CRD#: 323504
New York, NY
Past
June 5, 2023 - April 8, 2025
ADDIGENCE CORPORATION
RIA
CRD#: 323504
NEW YORK, NY
Past
November 28, 2017 - June 18, 2024
YOUNG AMERICA CAPITAL, LLC
BD
CRD#: 150443
MAMARONECK, NY
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".
AC
ADDIGENCE CORPORATION
ADDIGENCE CORPORATION
CRD#: 323504 / SEC#: 801-131842
RIA
Registered Investment Advisory firm - (4/7/2025 Approved)New York
Registered Investment Advisory firm - (4/8/2025 Terminated)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(4/28/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/28/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
AC
ADDIGENCE CORPORATION
ADDIGENCE CORPORATION
CRD#: 323504 / SEC#: 801-131842
RIA
Registered Investment Advisory firm - (4/7/2025 Approved)New York
Registered Investment Advisory firm - (4/8/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Vesey Street 24th Floor, New York, NY 10281
Mailing Address
Phone number
(917) 923-9649
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (1 States and Territories)
Red Flags
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