KS
KS

Kenneth Lee Sitnick

21 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
19 advisors
Number of Clients
947 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$5.0M - $25.0M1.00%
$25M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1600 Solana Boulevard, Building 8 Suite 8100, Westlake, TX, 76262

Get directions

History

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 →
Other Business Activities

Kenneth owns rental property in San Bruno, CA, since 2009. He spends minimal time on this activity.

Employment History
Current Registrations
Stansberry Asset Management, LLC
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Signator Investors, INC.
May 2016 - July 2017 · 1 yr 2 mos
Signator Investors, INC.Broker
May 2016 - July 2017 · 1 yr 2 mos
TD Ameritrade, INC.
July 2007 - May 2016 · 8 yrs 10 mos
Amerivest Investment Management, LLC
July 2007 - May 2016 · 8 yrs 10 mos
TD Ameritrade, INC.Broker
June 2007 - May 2016 · 8 yrs 11 mos
Atlas Securities, INC.Broker
September 2004 - June 2005 · 9 mos
Wm Financial Services, INC.Broker
August 2004 - September 2004 · 1 mo
William O'neil & Company, IncorporatedBroker
May 2001 - July 2004 · 3 yrs 2 mos
William O'neil & Company, IncorporatedBroker
February 2000 - January 2001 · 11 mos
Imperial Capital, LLCBroker
December 1997 - February 2000 · 2 yrs 2 mos
Eq Financial Consultants, INC.Broker
February 1996 - May 1996 · 3 mos
The Equitable Life Assurance Society of the United StatesBroker
February 1996 - May 1996 · 3 mos
Copeland Equities, INC.Broker
September 1994 - July 1995 · 10 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.