Kenneth Elliott (CRD# 6670332) is an Investment Advisor Representative working at Quantum Portfolio Management in New York, NY and has over 4 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 |
|---|---|---|---|
| Index Technologies Group, LLC | New York, NY | Sep 2023 - Current | < 1 |
| Custom Index Systems, Llc Dba Quantum Portfolio Management | New York, NY | Apr 2023 - Current | 1 |
| Raymond James & Associates, Inc. | New York, NY | Jan 2020 - Jun 2023 | 3 |
| Alex Brown - Raymond James | New York, NY | Oct 2019 - Jun 2023 | 3 |
| Jpmorgan Chase | Brooklyn, NY | Jun 2017 - Oct 2019 | 2 |
| Loyola University Maryland | Baltimore, MD | Sep 2016 - Jun 2017 | < 1 |
| Bleakley Financial Group | Fairfield, NJ | Jun 2016 - Sep 2016 | < 1 |
| Loyola University Maryland | Baltimore, MD | Sep 2015 - Jun 2016 | < 1 |
| Rockywold Deephaven Camps | Holderness, NH | Jun 2015 - Sep 2015 | < 1 |
| Loyola University Maryland | Baltimore, MD | Sep 2014 - May 2015 | < 1 |
| Rockywold Deephaven Camps | Holderness, NH | Jul 2014 - Sep 2014 | < 1 |
| Loyola University Maryland | Baltimore, MD | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- NY
- TX
-
Total Assets Under Management371MILLIONS
-
Total Number of Accounts416ACCOUNTS
-
Average Account Value$891,634
- 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
CA, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.