Kamani Kualaau (CRD# 4507526) is an Investment Advisor Representative working at Atalanta Sosnoff Management, LLC in New York, NY and has over 21 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atalanta Sosnoff Management, LLC | New York, NY | Aug 2010 - Current | 13 |
| Atalanta Sosnoff Capital, LLC | New York, NY | Aug 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2011 |
- HI
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Total Assets Under Management2,856MILLIONS
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Total Number of Accounts482ACCOUNTS
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Average Account Value$5,925,239
- 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
- Other
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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