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Kenneth Dysart

Cordatus Wealth Management LLC
35 Years of Experience
Yardley, PA
2 DisclosuresBroker
View SEC Summary
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Kenneth Dysart is a registered investment advisor at Cordatus Wealth Management LLC, based in Yardley, PA, with 35 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Investment Management, Retirement Planning. Their firm serves 308 clients with $630M in assets under management.

Cordatus Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
308 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$630.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees vary from 0.00% to 1.50% per annum of the gross market value of equity assets managed by the firm. Fees are negotiable and depend on account size and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

95 S. Main Street, Yardley, PA, 19067

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2015
Final
Employment Separation After Allegations
January 2015
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kenneth is a trustee for a friend/business partner since 2012, dedicating minimal time. He is also part of Cordatus Wealth Management, an independent RIA, spending nearly full-time hours there, and a member of Cordatus Wealth Properties, spending about 10-20% of his time there.

Employment History
Current Registrations
Cordatus Wealth Management LLC
July 2016 - Present · 10 yrs 3 mos
Prospera Financial Services, INC.Broker
May 2016 - Present · 10 yrs 5 mos
Previous Registrations
Prospera Financial Services, INC.
May 2016 - February 2017 · 9 mos
Wells Fargo Advisors, LLCBroker
July 2003 - February 2015 · 11 yrs 7 mos
Prudential Securities IncorporatedBroker
August 1994 - July 2003 · 8 yrs 11 mos
Thomas James Associates, INC.Broker
October 1990 - August 1994 · 3 yrs 10 mos
Legend Merchant Group, INC.Broker
October 1990 - November 1990 · 1 mo
Vanderbilt Securities, INC.Broker
July 1990 - November 1993 · 3 yrs 4 mos
Mlb Investments, LTD.Broker
January 1990 - August 1990 · 7 mos
State Registrations35 states
AZCACOCTDCDEFLGAILINKSMAMDMEMIMNMOMTNCNENJNVNYOHORPARISCSDTNTXVAVTWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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