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Kenneth Morgan Lindh

SLOCUM GORDON & CO LLP·NEWPORT, Rhode Island
Clean recordSLOCUM GORDON & CO LLP
39 MILL STREET, NEWPORT, RI 02840CRD# 4520346Firm CRD# 104929

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Morgan Lindh · NEWPORT, RI
Registration
CRD #4520346 · SLOCUM GORDON & CO LLP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kenneth Morgan Lindh is a registered financial advisor based in NEWPORT, Rhode Island, affiliated with SLOCUM GORDON & CO LLP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SLOCUM GORDON & CO LLP
SLOCUM, GORDON & CO. LLP
AUM
$216M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SLOCUM GORDON & CO LLP →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4520346
Firm CRD# 104929
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kenneth Morgan Lindh offer?
Kenneth Morgan Lindh specializes in Investment Management, Wealth Management. Contact their office in NEWPORT, Rhode Island for a consultation.
What are Kenneth Morgan Lindh's credentials?
Kenneth Morgan Lindh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Morgan Lindh located?
Kenneth Morgan Lindh is based in NEWPORT, Rhode Island, working with SLOCUM GORDON & CO LLP. Their office serves clients in the NEWPORT metropolitan area and surrounding communities.
How does Kenneth Morgan Lindh charge for services?
Kenneth Morgan Lindh's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SLOCUM GORDON & CO LLP?
SLOCUM GORDON & CO LLP has approximately 6 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SLOCUM GORDON & CO LLP

Barclay Douglas
NEWPORT, RI
Jeffrey L. Gordon
NEWPORT, RI
John Jermain Slocum
NEWPORT, RI
Peter C Hatfield
NEWPORT, RI

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Nearby cities in Rhode Island
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Research
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