Unclaimed Profile

Kenneth Brian Dysart

CORDATUS WEALTH MANAGEMENT LLC·YARDLEY, Pennsylvania

SIE, Series 7, Series 63, Series 65, Series 99TO10 years registeredCORDATUS WEALTH MANAGEMENT LLC

95 S. MAIN STREET, YARDLEY, PA 19067CRD# 2025271Firm CRD# 282871

Profile Verification

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

Identity

Kenneth Brian Dysart · YARDLEY, PA

Registration

CRD #2025271 · CORDATUS WEALTH MANAGEMENT LLC · 10 years registered

Brand Profile

Not yet started

Career History

CORDATUS WEALTH MANAGEMENT LLC

Jul 2016 – present

PROSPERA FINANCIAL SERVICES, INC.

May 2016 – Feb 2017

Newtown, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 99TO

Registration record

First registered · May 27, 2016

Years registered · 10

Disclosure History

2015Employment Separation After Allegations

2015Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

CORDATUS WEALTH MANAGEMENT LLC

CRD 282871 · SEC 801-107770

AUM

$458M

Regulatory assets under management

Employees

866 client accounts

Services offered by CORDATUS WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORDATUS WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Kenneth Brian Dysart offer?

Kenneth Brian Dysart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YARDLEY, Pennsylvania for a consultation.

What are Kenneth Brian Dysart's credentials?

Kenneth Brian Dysart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth Brian Dysart located?

Kenneth Brian Dysart is based in YARDLEY, Pennsylvania, working with CORDATUS WEALTH MANAGEMENT LLC. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.

How does Kenneth Brian Dysart charge for services?

Kenneth Brian Dysart's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORDATUS WEALTH MANAGEMENT LLC?

CORDATUS WEALTH MANAGEMENT LLC has approximately 6 employees and manages $458M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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