Griffin Kinzie, financial advisor Chicago IL
90 score

Griffin Kinzie

CRD Number: 6101140
Current Firm: Guggenheim Investments

Griffin Kinzie (CRD# 6101140) is an Investment Advisor Representative working at Guggenheim Investments in Chicago, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Guggenheim Funds Distributors, LLC Chicago, IL Mar 2014 - Current 2
Jpmorgan Distribution Services Inc. Westerville, OH Jul 2012 - Mar 2014 1
Jpmorgan Funds Management Westerville, OH Jul 2012 - Mar 2014 1
Denison University Granville, OH Aug 2008 - Jun 2012 3
Denison University Granville, OH Sep 2009 - May 2012 2
Merrill Lynch Columbus, OH Jan 2012 - Apr 2012 < 1
True Lacrosse LLC Chicago, IL Dec 2008 - Dec 2011 3
Wells Street Management Chicago, IL Jun 2011 - Aug 2011 < 1
Lyons Township High School Lagrange, IL Aug 2004 - Jul 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Griffin S. Kinzie
Phone Number: 212-739-0700
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    30,032
    MILLIONS
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $182,014,135
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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