Kenneth Ajello, financial advisor Atlanta GA

Kenneth Ajello

CRD Number: 6660754
Current Firm: Mariner Wealth Advisors

Kenneth Ajello (CRD# 6660754) is an Investment Advisor Representative working at Mariner Wealth Advisors in Atlanta, GA and has over 3 years of experience in the finance industry. Kenneth Ajello has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mariner Wealth Advisors Atlanta, GA Mar 2021 - Current < 1
Mercer Global Address Inc. Atlanta, GA Sep 2018 - Feb 2021 2
Mercer Global Advisors Inc. Atlanta, GA Jul 2018 - Sep 2018 < 1
Cavalier Investments Alpharetta, GA Jul 2017 - Jul 2018 1
Skidmore College Saratoga Springs, NY Sep 2013 - May 2017 3
Wells Fargo Advisors Atlanta, GA May 2016 - Aug 2016 < 1
Student Atlanta, GA Aug 2008 - Aug 2013 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2018
Contact Info for Kenneth A. Ajello
Phone Number: 913-904-5700
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    34,961
    MILLIONS
  • Total Number of Accounts
    64,968
    ACCOUNTS
  • Average Account Value
    $538,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV, WY

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