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KM

Kenneth Milvid

THIRTYNORTH INVESTMENTS
New Orleans, LA 70163
Some features on this profile are disabled
CRD#: 7930376
KM

Professional summary

Kenneth Milvid is a registered financial advisor currently at THIRTYNORTH INVESTMENTS, LLC located in New Orleans, Louisiana.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kenneth has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
NOLA Veteran Ventures, LLC dba Capstone Professional Resources; February 2018; Owner & Principal; Not Investment Related; Business provides facilities support and wholesaling services for federal government agencies; Duties - Sales and contract management functions; 12-16 hours per month; 4-8 hours during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Milvid's CRS (Customer Relationship Summary).
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

June 25, 2024 - Present

THIRTYNORTH INVESTMENTS, LLC

Office #1: 1460 Energy Centre 1100 Poydras Street, New Orleans, LA 70163
RIA
CRD#: 155355
New Orleans, LA

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".
TI
THIRTYNORTH INVESTMENTS, LLC
THIRTYNORTH INVESTMENTS, LLC

CRD#: 155355 / SEC#: 801-71921

RIA
Registered Investment Advisory firm - (9/23/2010 Approved)

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
Louisiana
(6/25/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/15/2024
Uniform Investment Adviser Law Examination

Current Firm

TI
THIRTYNORTH INVESTMENTS, LLC
THIRTYNORTH INVESTMENTS, LLC

CRD#: 155355 / SEC#: 801-71921

RIA
Registered Investment Advisory firm - (9/23/2010 Approved)
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Contact information

Main Address
1460 Energy Centre 1100 Poydras Street, New Orleans, LA 70163
Mailing Address
Phone number
(504) 528-3685
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THIRTYNORTH INVESTMENTS, LLC ADV BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts371
AUM (Assets Under Management)$ 343,523,000

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.

Company Information

THIRTYNORTH INVESTMENTS, LLC

CRD#: 155355New Orleans, LA 70163

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