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Kimery Wealth Management, LLC CRD 288229
$555M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6410 Poplar Avenue Suite 100 Tower 2, Memphis, TN 38119 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2017-06-19 |
| TX | RA | APPROVED_RES | 2017-06-19 |
Branch Locations
6410 Poplar Avenue, Suite 100, Memphis, TN 38119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Memphis | TN | 06/2005 | 06/2017 |
| Morgan Stanley Smith Barney | Memphis | TN | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2017 |
| Kimery Wealth Management, Llc | Memphis | TN | 06/2017 | Present |
Right Calls Officials Association; Non Investment related; Line judge for NCAA Women's Volleyball; employee; 10/2016; 0,6 morpheus partners; New York, NY; Non Investment related; Partnership; limited partner; 01/2000; 0,2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-24 |
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