KM
KM

Kayonne Markes

4 Years of Experience
Stamford, CT
Broker

Kayonne Markes is a registered investment advisor at Grayscale Advisors, based in Stamford, CT, with 4 years of industry experience. Kayonne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $2.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
15 advisors
Number of Clients
2 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$2.3M

Fee Structure

Investment management only (planning not offered)

Grayscale Advisors does not directly manage investments for individual investors. They manage exchange-traded funds (ETFs) and private funds.

For the Grayscale Dynamic Income Fund, the annual management fee is 0.5% of the fund's digital assets. There is also a performance fee of 10% of net capital appreciation.

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Location

Stamford, CT

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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.

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Other Business Activities

Kayonne works as a Portfolio Consultant in Distribution for Grayscale Operating, LLC, the parent company to the firm. This activity takes nearly full-time hours.

Employment History
Current Registrations
Grayscale Advisors
July 2024 - Present · 1 yr 10 mos
Grayscale Securities, LLCBroker
June 2024 - Present · 1 yr 11 mos
Grayscale Securities, LLC
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Bessemer Investor Services, INC.Broker
November 2021 - March 2024 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2020 - July 2021 · 7 mos
State Registrations51 states
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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.
Kayonne Markes - Financial Advisor | TrueAdvisor