KB
KB

Kenneth Biebel

14 Years of Experience
New York, NY
2 DisclosuresBroker

Kenneth Biebel is a registered investment advisor at A.G.P / Alliance Global Partners, based in New York, NY, with 14 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
128 advisors
Number of Clients
6,959 clients
Average Client Portfolio
$331K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$10K

A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.

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Location

590 Madison Avenue, 28th Floor, New York, NY, 10022

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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.
Customer Dispute
August 2021
Settled
Employment Separation After Allegations
January 2012
Employment History
Current Registrations
A.G.P. / Alliance Global PartnersBroker
February 2021 - Present · 5 yrs 3 mos
A.G.P / Alliance Global Partners
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Spirit of America Management CORP
April 2018 - February 2021 · 2 yrs 10 mos
David Lerner Associates, INC.Broker
April 2012 - February 2021 · 8 yrs 10 mos
Wells Fargo Advisors, LLC
January 2012 - January 2012 · 0 mos
Wells Fargo Advisors, LLCBroker
December 2011 - January 2012 · 1 mo
State Registrations6 states
CTFLNJNYRIUT
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.