Kenneth
Apessos

Axa Advisors, LLC

CRD#5477400
Investment Advisor
in Bala Cynwyd, PA

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About this Advisor

Kenneth Apessos is a financial advisor who lives in Bala Cynwyd, Pennsylvania. Currently a registered advisor at Axa Advisors, LLC, Apessos has 11 years of work experience in the financial advisory industry. Apessos maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Apessos can advise investors based out of Delaware, Florida, Maryland, New Jersey, North Carolina and Pennsylvania. Apessos has worked their career at Axa Advisors, LLC. Axa Advisors, LLC is headquartered in Bala Cynwyd, Pennsylvania, and has 844 other offices in the United States. In total, Axa Advisors, LLC oversees $17 billion in assets covering 55,104 client accounts and employs more than 5,930 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 11,123 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 43% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Axa Advisors, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

1 Belmont Avenue
Bala Cynwyd, PA 19004

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$17,011,439,927

PA Average: $7,464,549,021
Total Number of Employees

5,930

PA Average: 88
Total Number of Accounts

55,104

PA Average: 3,892
Average Account Size

$308,715

PA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kenneth Apessos Work History

Kenneth has 12 years of experience.

2008 - Present (12 years)

Axa Advisors, LLC

Disclosures

Kenneth Apessos has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Axa Advisors, LLC

Roy Morris
Tucson, AZ
Pete Koury
Englewood, CO
Brendan Lubin
Woodbury, NY
Alexander Bianco
Buffalo, NY
Christopher Reese
Golden, CO
Martin Jawor
Secaucus, NJ
David Goettelmann
Charlotte, NC
Megan Sedberry
Charlotte, NC

This content was compiled from the SEC and FINRA.

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