Brielle, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$18,509,516,941
ClientsTotal clients
80,267
AdvisorsAdvisors at this office
2
Of 1,910 advisors across 510 offices
Location
River Place Executive Center, 1 River Road, Suite 101
Brielle NJ 08730
Advisors at this office
2
Advisors at this office
Kenneth B
Series 66
Brielle, NJ
Guardian Life
Kenneth Bogert is a Series 66 licensed advisor with Primerica Advisors, based in Brielle, NJ, and has 11 years of industry experience. He has worked at Guardian Life Insurance and Primerica Advisors since 2015 and is also involved with United Lacrosse. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various investment programs and financial planning solutions, utilizing proprietary and third-party strategies across multiple asset types.
Kenneth B
CFP®, Series 63
Brielle, NJ
Guardian Life
Kenneth Bogert is a CFP®-certified financial advisor with 39 years of industry experience, currently with Primerica Advisors since 2010. He also holds a license to sell insurance products beyond Guardian Life Insurance, where he has been associated since 2010. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base through transaction-based brokerage and fee-based advisory services. The firm offers multiple proprietary advisory programs, third-party manager platforms, and various account-level solutions including lending and donor-advised funds.
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