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Victoria Kelso Cunningham

DENVER INVESTMENT ADVISORS LLC·DENVER, Colorado
Series 65Clean record7 years registeredDENVER INVESTMENT ADVISORS LLC
370 17TH STREET, DENVER, CO 80202CRD# 5766081Firm CRD# 107293

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Victoria Kelso Cunningham · DENVER, CO
Registration
CRD #5766081 · DENVER INVESTMENT ADVISORS LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

CORIENT
Mar 2023 – present
SEGALL BRYANT & HAMILL
Jul 2019 – Dec 2023
Denver, CO
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 29, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DENVER INVESTMENT ADVISORS LLC
CRD 107293 · SEC 801-47933
AUM
$7.0B
Regulatory assets under management
Employees
80
1,222 client accounts
Services offered by DENVER INVESTMENT ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at DENVER INVESTMENT ADVISORS LLC →
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05

Frequently Asked Questions

What services does Victoria Kelso Cunningham offer?
Victoria Kelso Cunningham specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are Victoria Kelso Cunningham's credentials?
Victoria Kelso Cunningham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Victoria Kelso Cunningham located?
Victoria Kelso Cunningham is based in DENVER, Colorado, working with DENVER INVESTMENT ADVISORS LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Victoria Kelso Cunningham charge for services?
Victoria Kelso Cunningham's firm is compensated through percentage of aum, performance-based fees, other: eqlt licensing fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DENVER INVESTMENT ADVISORS LLC?
DENVER INVESTMENT ADVISORS LLC has approximately 80 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Glenn Rippey
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John Carl Fenley
DENVER, CO
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