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John David Kidd

EMBASSY ASSET MANAGEMENT LP·SHORT HILLS, New Jersey
SIE, Series 3, Series 7, Series 63Clean recordEMBASSY ASSET MANAGEMENT LP
1200 MORRIS TURNPIKE, SHORT HILLS, NJ 07078CRD# 5189435Firm CRD# 314768

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John David Kidd · SHORT HILLS, NJ
Registration
CRD #5189435 · EMBASSY ASSET MANAGEMENT LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EMBASSY ASSET MANAGEMENT LP
CRD 314768 · SEC 801-122393
AUM
$262M
Regulatory assets under management
Employees
6
3 client accounts
Services offered by EMBASSY ASSET MANAGEMENT LP
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at EMBASSY ASSET MANAGEMENT LP →
Introduction

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04

Frequently Asked Questions

What services does John David Kidd offer?
John David Kidd specializes in Investment Management, Retirement Planning. Contact their office in SHORT HILLS, New Jersey for a consultation.
What are John David Kidd's credentials?
John David Kidd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John David Kidd located?
John David Kidd is based in SHORT HILLS, New Jersey, working with EMBASSY ASSET MANAGEMENT LP. Their office serves clients in the SHORT HILLS metropolitan area and surrounding communities.
How does John David Kidd charge for services?
John David Kidd'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 EMBASSY ASSET MANAGEMENT LP?
EMBASSY ASSET MANAGEMENT LP has approximately 6 employees and manages $262M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EMBASSY ASSET MANAGEMENT LP

Adam Weston Gurwitz
SHORT HILLS, NJ
Stephen Patrick Connors
SHORT HILLS, NJ

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