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David Jonathan Carratt

KENNET PARTNERS LLC·FOSTER CITY, California
KENNET PARTNERS LLC
950 TOWER LANE, FOSTER CITY, CA 94404CRD# 6027930Firm CRD# 158178

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Jonathan Carratt · FOSTER CITY, CA
Registration
CRD #6027930 · KENNET PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

David Jonathan Carratt is a registered financial advisor based in FOSTER CITY, California, affiliated with KENNET PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
KENNET PARTNERS LLC
KENNET PARTNERS LLC
AUM
$391M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at KENNET PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6027930
Firm CRD# 158178
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Jonathan Carratt offer?
David Jonathan Carratt specializes in Retirement Planning. Contact their office in FOSTER CITY, California for a consultation.
What are David Jonathan Carratt's credentials?
David Jonathan Carratt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Jonathan Carratt located?
David Jonathan Carratt is based in FOSTER CITY, California, working with KENNET PARTNERS LLC. Their office serves clients in the FOSTER CITY metropolitan area and surrounding communities.
How does David Jonathan Carratt charge for services?
David Jonathan Carratt's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KENNET PARTNERS LLC?
KENNET PARTNERS LLC has approximately 3 employees and manages $391M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KENNET PARTNERS LLC

Hillel Louis Zidel
SAN MATEO, CA
Michael Stafford Elias
SAN MATEO, CA
Manish (nmn) Mittal
FOSTER CITY, CA
Jonathan Ian Barker Hewitson
SAN MATEO, CA

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Research
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