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Kenneth Steven Spitzbard

BARD FINANCIAL SERVICES, INC.·BRANFORD, Connecticut
SIE, Series 7, Series 24, Series 51, Series 63, Series 65Clean record37 years registeredBARD FINANCIAL SERVICES, INC.
388 EAST MAIN STREET, BRANFORD, CT 06405CRD# 1474784Firm CRD# 110017

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Steven Spitzbard · BRANFORD, CT
Registration
CRD #1474784 · BARD FINANCIAL SERVICES, INC. · 37 years registered
Brand Profile
Not yet started
01

Career History

OSAIC WEALTH, INC.
Feb 2026 – present
BARD FINANCIAL SERVICES, INC.
Feb 1989 – Feb 2026
BRANFORD, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 51
Series 63
Series 65
Registration record
First registered · February 2, 1989
Years registered · 37
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARD FINANCIAL SERVICES, INC.
CRD 110017 · SEC 801-80696
AUM
$573M
Regulatory assets under management
Employees
6
1,082 client accounts
Services offered by BARD FINANCIAL SERVICES, INC.
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Nonprofits & Foundations
View all advisors at BARD FINANCIAL SERVICES, INC. →
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05

Frequently Asked Questions

What services does Kenneth Steven Spitzbard offer?
Kenneth Steven Spitzbard specializes in Investment Management, Fee-Only Advisory. Contact their office in BRANFORD, Connecticut for a consultation.
What are Kenneth Steven Spitzbard's credentials?
Kenneth Steven Spitzbard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Steven Spitzbard located?
Kenneth Steven Spitzbard is based in BRANFORD, Connecticut, working with BARD FINANCIAL SERVICES, INC.. Their office serves clients in the BRANFORD metropolitan area and surrounding communities.
How does Kenneth Steven Spitzbard charge for services?
Kenneth Steven Spitzbard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARD FINANCIAL SERVICES, INC.?
BARD FINANCIAL SERVICES, INC. has approximately 6 employees and manages $573M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BARD FINANCIAL SERVICES, INC.

Jeffrey Michael Welsh
BRANFORD, CT

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