Kenson Marbut

RED TRIANGLE

MT. PLEASANT, SC 29464

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CRD#: 7805661

Professional summary

Kenson Marbut, who also goes by Kenson Klein Marbut, Kenson Marbut, is a registered financial advisor currently at RED TRIANGLE, LLC located in Mt. Pleasant, South Carolina.

Kenson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kenson has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kenson Klein Marbut | Kenson Marbut

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenson Marbut'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®

None

Experience

Current

March 19, 2026 - Present

RED TRIANGLE, LLC

Office #1: 75 Port City Lndg Suite 110, Mt. Pleasant, SC 29464

RIA

CRD#: 147700

MT. PLEASANT, SC

Past

November 6, 2025 - March 16, 2026

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

CHARLESTON, SC

Past

November 6, 2025 - March 16, 2026

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

CHARLESTON, SC

Past

June 11, 2025 - October 27, 2025

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

JACKSON HOLE, WY

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

South Carolina
(3/19/2026)

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: 10/30/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/11/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/27/2024

Securities Industry Essentials Examination

Current Firm

RED TRIANGLE, LLC

ALPHAVEST | RED TRIANGLE, LLC

CRD#: 147700 / SEC#:

Colorado

Registered Investment Advisory firm - (7/10/2020 Terminated)

South Carolina

Registered Investment Advisory firm - (8/20/2008 Approved)

Texas

Registered Investment Advisory firm - (12/17/2024 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

75 Port City Lndg Suite 110, Mt. Pleasant, SC 29464

Mailing Address

Phone number

(843) 573-7277

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	314
AUM (Assets Under Management)	$ 59,000,000

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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Kenson Marbut

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenson Marbut's CRS (Customer Relationship Summary).

Certified licenses

Experience

RED TRIANGLE, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/30/2025

Series 7TO

Date: 6/11/2025

SIE

Date: 11/27/2024

Current Firm

RED TRIANGLE, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RED TRIANGLE, LLC

TRUST BUT VERIFY

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