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Kenneth Marvin Vander Kooi

Summitry, LLC

Foster City, CA

CRD 2927188

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Employer firm

Summitry, LLC CRD 128586

$3.35B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Summitry, Llc

919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-27
  • CA RA
    APPROVED
    Since 2024-02-27

Branch Locations

919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scharf Investments Llc Scotts Valley CA 02/2013 01/2024
Summitry, Llc Foster City CA 01/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-09
  • S65 Uniform Investment Adviser Law Examination
    2013-04-09
Designations
  • Certified Financial Planner
Other Names
  • Kenneth Marvin Vanderkooi

View on SEC IAPD

Nearby Firms

CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

TONY HUNG NGUY
DYLAN BOWSKY
Ronald Timothy Clement

Nearby Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA

More in Foster City, CA

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