Kenneth
Burd

Principal Global Investors

CRD#3254465
Investment Advisor
in New York, NY

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About this Advisor

Kenneth Burd is an advisor who is based in New York, New York. Currently a registered advisor at Principal Global Investors, they have accumulated 10 years of practice as an investment advisor. Burd holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Burd can operate based out of New Jersey. Their career trajectory has included roles at Fidelity Investments Institutional Services Company, Inc, Delaware Investments and Principal Funds Distributor, Inc. Principal Global Investors is located in New York, New York, and operates out of seven additional brick-and-mortar locations across the nation. In total, Principal Global Investors manages $349 billion in assets across 10,810 client accounts and employs more than 1,810 people. The amount of assets the firm manages makes it one of the largest firms in the country. The firm manages 10,802 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 48% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Principal Global Investors offers portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Disclosures

No

Office Location

888 7Th Avenue 25Th Floor
New York, NY 10019

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Principal Global Investors Brokerage Details

Total Assets Under Management

$349,164,302,820

NY Average: $9,259,360,772
Total Number of Employees

1,810

NY Average: 166
Total Number of Accounts

10,810

NY Average: 7,189
Average Account Size

$32,300,121

NY Average: $1,287,990

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kenneth Burd Work History

Kenneth has 10 years of experience.

2019 - Present (2 years)

Principal Funds Distributor, Inc

2012 - 2019 (7 years)

Delaware Investments

2010 - 2012 (2 years)

Fidelity Investments Institutional Services Company, Inc

Disclosures

Kenneth Burd has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Global Investors

Kenneth Burd
New York, NY
Brandon Miller
Des Moines, IA
Justin Vaught
Des Moines, IA
Carlos Villarreal
New York, NY
Cole Vautier
Des Moines, IA
Sidney Lord
Washington, DC
Kishor Bhatia
Des Moines, IA
Beau Hillger
Des Moines, IA

This content was compiled from the SEC and FINRA.

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