Kimberley
Threadgill
Stansberry Asset Management, LLC
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About this Advisor
Kimberley Threadgill is a certified financial planner operating out of New York, New York. Threadgill currently works for Stansberry Asset Management, LLC. During their career, the advisor has held roles at Morgan Stanley, Kimberley Cary Floral Designs Inc, Morgan Stanley Private Bank, National Association, Jpmorgan Chase Bank Na, Jpmorgan Securities LLC and Bull Run LLC. Threadgill maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New York. Stansberry Asset Management, LLC is a firm based out of New York, NY. The company has offices in two locations and a total of 35 people on staff. It has $678 million in assets across its 820 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 820 client accounts, 73% belong to high-net-worth individuals who have at least $1 million in investable assets. The company has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on the financial services offered. However, fees charged by Stansberry Asset Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stansberry Asset Management, LLC Brokerage Details
$677,957,556
35
820
$826,778
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kimberley Threadgill Work History
Kimberley has been registered as a financial advisor for 0 years.*
Bull Run LLC
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Morgan Stanley
Morgan Stanley Private Bank, National Association
Kimberley Cary Floral Designs Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kimberley Threadgill 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 Stansberry Asset Management, LLC
San Mateo, CA
New York, NY
San Mateo, CA
San Mateo, CA
San Mateo, CA
New York, NY
New York, NY
San Mateo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.
