Karen Landry is a registered investment advisor, based in Cupertino, CA, with 33 years of industry experience.
Location
20400 Stevens Creek Blvd Ste 700, Cupertino, CA, 95014-2296
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen is an advisor for Benefunder and Keiretsu Family Office, and an independent consultant for Tilted Funds Group LLC. She also provides consulting services for business growth through Karen Landry Capital, LLC, and is the treasurer for Club Place Lane Home Owners Association; all activities require minimal time.
Employment History
Current Registrations
Silver Leaf Partners, LLC
Silver Leaf Partners, LLCBroker
The Tilted Funds Group, LLC
Previous Registrations
Mavericks Capital SecuritiesBroker
Inflection Partners LLC
Mercury Securities, LLCBroker
Soleil Securities CorporationBroker
Brad Peery Capital, LLC
Brad Peery INC.Broker
First Albany CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.