KM
KM

Kenneth Armistice Marriott

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
587 clients
Average Client Portfolio
$799K average
Assets Under Management
$469.2M

Fee Structure

Minimum Investment:$100K
Loading...

Location

3009 Napier Park, Shavano Park, TX, 78231

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Kenneth works as an emergency physician for multiple entities, dedicating about half of his time to US Acute Care Solutions and Envision Physician Services, and minimal time to UT Health San Antonio and Victoria Emergency Associates. He also serves on the board of directors for Bobihealth and is a licensed insurance agent for Maridea Insurance Company, spending about 10% of his time on insurance sales.

Employment History
Current Registrations
Maridea Wealth Management
September 2024 - Present · 1 yr 5 mos
Private Client Services, LLCBroker
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Vitalstone Financial, LLC
October 2020 - November 2024 · 4 yrs 1 mo
MML Investors Services, LLC
January 2019 - October 2020 · 1 yr 9 mos
MML Investors Services, LLCBroker
November 2018 - October 2020 · 1 yr 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.