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Kenneth Steven Spitzbard

BARD FINANCIAL SERVICES, INC.·BRANFORD, Connecticut
Clean recordBARD 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kenneth Steven Spitzbard is a registered financial advisor based in BRANFORD, Connecticut, affiliated with BARD FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
BARD FINANCIAL SERVICES, INC.
BARD FINANCIAL SERVICES, INC.
AUM
$573M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BARD FINANCIAL SERVICES, INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1474784
Firm CRD# 110017
View on FINRA BrokerCheck →

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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.

Julie Cross Hoko
BRANFORD, CT
Jeffrey Michael Welsh
BRANFORD, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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