KK
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
5 clients
Average Client Portfolio
$3.8B average
Assets Under Management
$19.0B
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Advisor Information
Office location
680 Washington Boulevard, Suite 500, Stamford, CT, 06901
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Amg Funds LLC
June 2010 - Present · 15 yrs 7 mos
Amg Distributors, INC.Broker
September 2007 - Present · 18 yrs 4 mos
Amg Distributors, INC.
September 2007 - Present · 18 yrs 4 mos
Previous Registrations
Managers Investment Group LLC
September 2007 - June 2010 · 2 yrs 9 mos
Clearbridge Advisors, LLC
May 2006 - July 2007 · 1 yr 2 mos
Legg Mason Investor Services, LLCBroker
December 2005 - July 2007 · 1 yr 7 mos
Citigroup Global Markets INC. Broker
March 2005 - December 2005 · 9 mos
Prudential Investment Management Services LLCBroker
October 1999 - May 2004 · 4 yrs 7 mos
Painewebber Incorporated Broker
January 1995 - July 1999 · 4 yrs 6 mos
Kidder, Peabody & CO. IncorporatedBroker
July 1990 - January 1995 · 4 yrs 6 mos
State Registrations4 states
CTILPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.