Joseph
Keniston

Advisors Asset Management, Inc

CRD#5772685
Investment Advisor
in Boston, MA

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About this Advisor

Joseph Keniston is a financial advisor based in Boston, Massachusetts, working with Advisors Asset Management, Inc. Joseph has previously held positions at RBC Capital Markets, LLC, Raymond James, National Securities Corp, National Asset Management, Wells Fargo Clearing Services, LLC, and Advisors Asset Management, Inc. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Joseph is part of Advisors Asset Management, Inc, which operates out of Boston, Massachusetts. The firm has 9 offices and 272 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Advisors Asset Management, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

Boston, MA

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Advisors Asset Management, Inc Brokerage Details

Total Assets Under Management

$3,853,640,375

MA Average: $2,349,664,866
Total Number of Employees

272

MA Average: 28
Total Number of Accounts

1,767

MA Average: 1,101
Average Account Size

$2,180,894

MA Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Joseph Keniston Work History

2022 - Present (2 years)

Advisors Asset Management, Inc

2021 - 2021 (< 1 year)

National Securities Corp

2021 - 2021 (< 1 year)

National Asset Management

2021 - 2022 (1 year)

Wells Fargo Clearing Services, LLC

2020 - 2020 (< 1 year)

Raymond James

2017 - 2019 (2 years)

Rbc Capital Markets, LLC

2010 - 2016 (6 years)

Rbc Capital Markets, LLC

Disclosures

Please visit the SEC profile of Joseph Keniston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisors Asset Management, Inc

Brian Winkler
Melville, NY
Michael Pucci
Melville, NY
Rogelio Gonzalez
Boca Raton, FL
Madeline Hope
New York, NY
German Diaz
Dallas, TX
Casey Gage
Boerne, TX
Robert Wilkinson
Doylestown, PA
Frederick Weihmiller
Monument, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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