Joseph
Keniston

Advisors Asset Management, Inc

CRD#5772685
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Robert Wilkinson
Doylestown, PA
German Diaz
Dallas, TX
Evangeline Kanaris
Lisle, IL
Evan Harte
Lutz, FL
Casey Gage
Boerne, TX
Lory Espino
Boerne, TX
Michael Petrucelli
Melville, NY
Brian Winkler
Melville, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started