Unclaimed Profile

Kent Mark Forkner

DAINTREE ADVISORS LLC·BOSTON, Massachusetts

Series 6, Series 62, Series 63, Series 65Clean record16 years registeredDAINTREE ADVISORS LLC

100 HIGH STREET, BOSTON, MA 02110-1781CRD# 2753311Firm CRD# 153197

Profile Verification

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

Identity

Kent Mark Forkner · BOSTON, MA

Registration

CRD #2753311 · DAINTREE ADVISORS LLC · 16 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Feb 2022 – present

VERITI MANAGEMENT LLC

Dec 2018 – Dec 2021

BOSTON, MA

DAINTREE ADVISORS LLC

May 2010 – Jan 2022

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 62

Series 63

Series 65

Registration record

First registered · May 12, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAINTREE ADVISORS LLC

CRD 153197 · SEC 801-71166

AUM

$1.3B

Regulatory assets under management

Employees

1,386 client accounts

Services offered by DAINTREE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DAINTREE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Kent Mark Forkner offer?

Kent Mark Forkner specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Kent Mark Forkner's credentials?

Kent Mark Forkner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kent Mark Forkner located?

Kent Mark Forkner is based in BOSTON, Massachusetts, working with DAINTREE ADVISORS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Kent Mark Forkner charge for services?

Kent Mark Forkner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAINTREE ADVISORS LLC?

DAINTREE ADVISORS LLC has approximately 27 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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