KG
Kienan C. Garn
HERITAGE HILL ADVISER
Cochecton, NY
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CRD#: 7328439
KG
Professional summary
Kienan Charles George Garn is a registered financial advisor currently at HERITAGE HILL ADVISER located in Cochecton, New York.
Kienan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kienan 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.
I'm currently a full-time employee of The Raymond Corporation as a Program Manager. It is not an investment related business. The location is 22 S Canal Street, Greene, NY 13778. We build forklifts and I'm a program manager for the new product development group. My employment began in September 2014 and I devote about 40 hours per week, the majority of which are during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Kienan Charles George Garn'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 8, 2021 - Present
HERITAGE HILL ADVISER
RIA
CRD#: 312077
Cochecton, NY
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(4/8/2021)
Current Firm
HH
HERITAGE HILL ADVISER
HERITAGE HILL ADVISER
CRD#: 312077 / SEC#:
New York
Registered Investment Advisory firm - (4/8/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Cochecton, NY
Mailing Address
Po Box 23, Lake Huntington, NY 12752
Phone number
(845) 397-0846
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 120,533 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
