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Kenneth Burgess

SYSTEMATIC FINANCIAL MANAGEMENT LP·TEANECK, New Jersey
Series 65Clean record13 years registeredSYSTEMATIC FINANCIAL MANAGEMENT LP
300 FRANK W BURR BLVD, TEANECK, NJ 07666CRD# 2366785Firm CRD# 106146

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Burgess · TEANECK, NJ
Registration
CRD #2366785 · SYSTEMATIC FINANCIAL MANAGEMENT LP · 13 years registered
Brand Profile
Not yet started
01

Career History

SYSTEMATIC FINANCIAL MANAGEMENT LP
Dec 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 18, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SYSTEMATIC FINANCIAL MANAGEMENT LP
CRD 106146 · SEC 801-48908
AUM
$3.4B
Regulatory assets under management
Employees
18
156 client accounts
Services offered by SYSTEMATIC FINANCIAL MANAGEMENT LP
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at SYSTEMATIC FINANCIAL MANAGEMENT LP →
Introduction

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05

Frequently Asked Questions

What services does Kenneth Burgess offer?
Kenneth Burgess specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in TEANECK, New Jersey for a consultation.
What are Kenneth Burgess's credentials?
Kenneth Burgess is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Burgess located?
Kenneth Burgess is based in TEANECK, New Jersey, working with SYSTEMATIC FINANCIAL MANAGEMENT LP. Their office serves clients in the TEANECK metropolitan area and surrounding communities.
How does Kenneth Burgess charge for services?
Kenneth Burgess'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 SYSTEMATIC FINANCIAL MANAGEMENT LP?
SYSTEMATIC FINANCIAL MANAGEMENT LP has approximately 18 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SYSTEMATIC FINANCIAL MANAGEMENT LP

Daniel Kevin Mccreesh
TEANECK, NJ
James Vincent Wallerius
TEANECK, NJ
Aman R Patel
TEANECK, NJ
Karen Elizabeth Kohler
TEANECK, NJ
Richard Scott Plummer
TEANECK, NJ
CFA
Ronald Matthew Mushock
TEANECK, NJ

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