Keitha Kinne is a CFA-designated registered investment advisor at Amg Funds LLC, based in Stamford, CT, with 34 years of industry experience. Keitha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 5 clients with $19B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
IM Fee
Planning only
Assets Under Management
$19.0B
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Location
680 Washington Boulevard, Suite 500, Stamford, CT, 06901
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Regulatory 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 10 mos
Amg Distributors, INC.
September 2007 - Present · 18 yrs 7 mos
Amg Distributors, INC.Broker
September 2007 - Present · 18 yrs 7 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 IncorporatedBroker
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
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Exams
No exam information available for this advisor.