Penelope KaufmanCRD Number: 1922598
Current Firm: Prentiss Smith & Company, Inc.
Penelope Kaufman (CRD# 1922598) is an Investment Advisor Representative working at Prentiss Smith & Company, Inc. in Brattleboro, VT and has over 10 years of experience in the finance industry.
|Prentiss Smith & Company||Brattleboro, VT||Apr 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2007|
Total Assets Under Management397MILLIONS
Total Number of Accounts562ACCOUNTS
Average Account Value$705,521
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
AZ, CA, CT, FL, MA, MD, ME, NC, NE, NH, NY, OH, PA, RI, TX, VT, WA