Kenneth Spitzbard, financial advisor Branford CT

Kenneth Spitzbard

CRD Number: 1474784
Current Firm: Bard Financial Services, Inc.

Kenneth Spitzbard (CRD# 1474784) is an Investment Advisor Representative working at Bard Financial Services, Inc. in Branford, CT and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Current 12
Bard Financial Services Branford, CT Jan 1985 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1986
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Kenneth S. Spitzbard
Phone Number: 203-481-7676
Registered State(s):
  • CT
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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