Kenneth
Hartos

Missionsquare Retirement

CRD#7255628
Investment Advisor
in Franklin Lakes, NJ

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About this Advisor

Kenneth Hartos is a financial advisor based in Franklin Lakes, New Jersey, working with Missionsquare Retirement. Kenneth has previously held positions as a Technical Consultant, and at Thrivent Investment Management Inc, Thrivent Financial, Conduent, Fidelity Investments, Missionsquare Investment Services, and Missionsquare Retirement. Kenneth has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Kenneth is part of Missionsquare Retirement, which operates out of Franklin Lakes, New Jersey. The firm has 9 offices and 623 employees. The firm manages assets totaling $668.2 million. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Missionsquare Retirement includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

Franklin Lakes, NJ

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Missionsquare Retirement Brokerage Details

Total Assets Under Management

$668,171,497

NJ Average: $4,886,152,200
Total Number of Employees

623

NJ Average: 60
Total Number of Accounts

1

NJ Average: 205
Average Account Size

$668,171,497

NJ Average: $23,834,889

Investment Advisory Services

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

Kenneth Hartos Work History

2022 - Present (2 years)

Missionsquare Investment Services

2022 - Present (2 years)

Missionsquare Retirement

2021 - 2021 (< 1 year)

Thrivent Financial

2021 - 2021 (< 1 year)

Conduent

2021 - 2021 (< 1 year)

Technical Consultant

2021 - 2022 (1 year)

Fidelity Investments

2020 - 2021 (1 year)

Thrivent Investment Management Inc

2020 - 2021 (1 year)

Thrivent Financial

2014 - 2020 (6 years)

Technical Consultant

Disclosures

Please visit the SEC profile of Kenneth Hartos 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 Missionsquare Retirement

Steven Mcgregor
Richmond, VA
Christian Lee
Santa Clara, CA
Richert Hart
Glenview, IL
Sean Payton
Washington, DC
Kenneth Hartos
Franklin Lakes, NJ
Zachary Pitman
Washington, DC
Gabriel Zamacona
Edgewood, WA
Timothy Nasworthy
Glen Allen, VA

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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