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Kenneth Marck Korngold

Corient

San Antonio, TX

CRD 2491887

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Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-01
  • TX RA
    APPROVED
    Since 2023-08-01

Branch Locations

112 E. Pecan St. Suite 525, San Antonio, TX 78205 • 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
Intercontinental Asset Management Group Ltd. San Antonio TX 05/2000 07/2021
Intercontinental Wealth Advisors Llc San Antonio TX 02/2009 08/2023
Intercontinental Insurance Agency Llc San Antonio TX 09/2011 07/2023
Cipw Service Company, Llc Toronto 07/2023 07/2023
Corient San Antonio TX 07/2023 Present
Corient Services Llc Miami FL 07/2023 Present
  • 05/2000 → 07/2021
    Intercontinental Asset Management Group Ltd.
    San Antonio, TX
  • 02/2009 → 08/2023
    Intercontinental Wealth Advisors Llc
    San Antonio, TX
  • 09/2011 → 07/2023
    Intercontinental Insurance Agency Llc
    San Antonio, TX
  • 07/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 07/2023 → Present
    San Antonio, TX
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2009-03-13 → 2023-08-02
    Intercontinental Wealth Advisors, Llc
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-13
S63 Uniform Securities Agent State Law Examination 1994-08-31
  • S65 Uniform Investment Adviser Law Examination
    2008-05-13
  • S63 Uniform Securities Agent State Law Examination
    1994-08-31
Other Names
  • Kenny Marck Korngold

View on SEC IAPD

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