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Kenneth Paul Posco

Investment Management Trust, LLC

Fitchburg, MA

CRD 1334397

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Employer firm

Investment Management Trust, LLC CRD 129456

$123M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Investment Management Trust, Llc

14 Oliver St, Fitchburg, MA 01420 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2005-01-26
  • MA RA
    APPROVED
    Since 2005-01-26

Branch Locations

14 Oliver St, Fitchburg, MA 01420 • 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
Kenneth P. Posco, Cpa Fitchburg MA 02/1979 Present
  • 02/1979 → Present
    Kenneth P. Posco, Cpa
    Fitchburg, MA
Other Businesses

KENNETH P POSCO, CPA. OWNER AND CPA 14 OLIVER STREET, FITCHBURG, MA 01420. ACCOUNTING, TAX & INVESTMENT ADVISORY. REGISTERED WITH THE STATE OF MASSACHUSETTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-06-20
S63 Uniform Securities Agent State Law Examination 1985-07-19
  • S65 Uniform Investment Adviser Law Examination
    1996-06-20
  • S63 Uniform Securities Agent State Law Examination
    1985-07-19
Designations
  • Certified Financial Planner

View on SEC IAPD

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