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Michael Stafford Elias

KENNET PARTNERS LLC·SAN MATEO, California
KENNET PARTNERS LLC
400 CONCAR DRIVE, SAN MATEO, CA 94402CRD# 6027906Firm CRD# 158178

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Stafford Elias · SAN MATEO, CA
Registration
CRD #6027906 · KENNET PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Michael Stafford Elias is a registered financial advisor based in SAN MATEO, 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# 6027906
Firm CRD# 158178
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Stafford Elias offer?
Michael Stafford Elias specializes in Retirement Planning. Contact their office in SAN MATEO, California for a consultation.
What are Michael Stafford Elias's credentials?
Michael Stafford Elias is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Stafford Elias located?
Michael Stafford Elias is based in SAN MATEO, California, working with KENNET PARTNERS LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does Michael Stafford Elias charge for services?
Michael Stafford Elias'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
Manish (nmn) Mittal
FOSTER CITY, CA
David Jonathan Carratt
FOSTER CITY, CA
Jonathan Ian Barker Hewitson
SAN MATEO, CA

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Research
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