Kenneth Surick, financial advisor Arlington VA
93 score

Kenneth Surick

CRD Number: 5457860
Current Firm: Re Advisers Corporation

Kenneth Surick (CRD# 5457860) is an Investment Advisor Representative working at Re Advisers Corporation in Arlington, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Re Advisers Corporation Arlington, VA Feb 2016 - Current < 1
Re Investment Corporation Arlington, VA May 2012 - Current 4
Re Advisers Corporation Arlington, VA Mar 2014 - Feb 2016 1
Nreca Arlington, VA Mar 2014 - Dec 2015 1
Nreca Arlington, VA May 2012 - Mar 2014 1
Re Advisers Corporation Arlington, VA May 2012 - Mar 2014 1
Chefs International/escondidos Freehold, NJ Feb 2005 - May 2012 7
Merrill Lynch Pennington, NJ Dec 2007 - Apr 2012 4
Bed Bath &amp; Beyond Middletown, NJ Jun 2007 - Nov 2007 < 1
Target Manalapan, NJ Jan 2007 - Jun 2007 < 1
Sports Authority Brick, NJ Mar 2006 - Jan 2007 < 1
Stockton College Pomona, NJ Sep 2000 - Dec 2006 6
Home Depot Marlboro, NJ Feb 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Kenneth R. Surick
Registered State(s):
  • AL
  • AK
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MA
  • MI
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TX
  • UT
  • WA
  • WV
  • WI
  • VA
By the Numbers
  • Total Assets Under Management
    9,141
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $507,819,484
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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