Unclaimed Profile

Keitha Lee Kinne

AMG FUNDS LLC·STAMFORD, Connecticut

SIE, Series 7, Series 24, Series 63, Series 65CFAClean record20 years registeredAMG FUNDS LLC

680 WASHINGTON BOULEVARD, STAMFORD, CT 06901CRD# 2039630Firm CRD# 153456

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Keitha Lee Kinne · STAMFORD, CT

Registration

CRD #2039630 · AMG FUNDS LLC · 20 years registered

Brand Profile

Not yet started

Career History

AMG FUNDS LLC

Jun 2010 – present

AMG DISTRIBUTORS, INC.

Sep 2007 – present

MANAGERS INVESTMENT GROUP LLC

Sep 2007 – Jun 2010

CHICAGO, IL

CLEARBRIDGE ADVISORS, LLC

May 2006 – Jul 2007

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 15, 2006

Years registered · 20

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMG FUNDS LLC

CRD 153456 · SEC 801-56365

AUM

$21.2B

Regulatory assets under management

Employees

5 client accounts

Services offered by AMG FUNDS LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at AMG FUNDS LLC →

Introduction

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Frequently Asked Questions

What services does Keitha Lee Kinne offer?

Keitha Lee Kinne specializes in Investment Management, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.

What are Keitha Lee Kinne's credentials?

Keitha Lee Kinne holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Keitha Lee Kinne located?

Keitha Lee Kinne is based in STAMFORD, Connecticut, working with AMG FUNDS LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.

How does Keitha Lee Kinne charge for services?

Keitha Lee Kinne'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 AMG FUNDS LLC?

AMG FUNDS LLC has approximately 90 employees and manages $21.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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