Kenneth
Burd

Principal Global Investors

CRD#3254465
Investment Advisor
in New York, NY

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About this Advisor

Kenneth Burd is a financial advisor in New York, New York. Currently an advisor with Principal Global Investors, Burd has nine years of practice as a registered investment advisor. Burd maintains Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Burd is able to serve investors based out of New Jersey. Their career trajectory has included roles at Principal Funds Distributor, Inc, Delaware Investments and Fidelity Investments Institutional Services Company, Inc. Principal Global Investors is based out of New York, New York, and operates out of six additional locations across the country. Overall, Principal Global Investors oversees $296 billion in assets dispersed across 16,121 accounts and retains more than 1,776 people. The firm's total assets under management makes it one of the largest investment advisory firms in the country. The firm manages 16,108 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 48% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Principal Global Investors can provide 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

$295,981,292,788

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

1,776

NY Average: 166
Total Number of Accounts

16,121

NY Average: 7,189
Average Account Size

$18,359,983

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 (1 year)

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
Kishor Bhatia
Des Moines, IA
Christopher Goehring
Des Moines, IA
Mark Nelson
Des Moines, IA
Beau Hillger
Des Moines, IA
Nicholas Coppola
Chicago, IL
Carlos Villarreal
Chicago, IL

This content was compiled from the SEC and FINRA.

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