Kayonne A. Markes
Professional summary
Kayonne Alexis Markes, who also goes by Kayonne A Markes, Kayonne Markes, is a registered financial advisor currently at GRAYSCALE ADVISORS located in Stamford, Connecticut and GRAYSCALE SECURITIES, LLC located in Stamford, Connecticut.
Kayonne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Kayonne has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kayonne Alexis Markes's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 17, 2024 - Present
GRAYSCALE ADVISORS
June 21, 2024 - Present
GRAYSCALE SECURITIES, LLC
Office #1: 290 Harbor Drive 4th Floor, Stamford, CT 06902November 23, 2021 - March 13, 2024
BESSEMER INVESTOR SERVICES, INC.
December 7, 2020 - July 15, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
GRAYSCALE ADVISORS
CRD#: 314868 / SEC#: 801-122921
State Registrations and Notice Filings
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Exams
Series 7TO
Date: 12/7/2020
General Securities Representative ExaminationFINRA
Current Firm
GRAYSCALE ADVISORS
CRD#: 314868 / SEC#: 801-122921
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 2,301,084 |
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.
