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Tiffany Sue Kent

Investment adviser representative at Wealth Engagement
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$105MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Wealth Engagement LLCSep 2020 to now
  2. Sanford C. Bernstein & Co., LLCFeb 2018 to Aug 2020
  3. UnemployedFeb 2016 to Jan 2018

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014
  • Series 63 · Uniform Securities Agent State Law2018

State registrations

Registered as an investment adviser representative in 1 state (GA).

Wealth Engagement

Legal name: Wealth Engagement LLC

$105MAssets managed
60Clients
2Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4428144
Firm CRD
310438
Advisor's SEC record (opens in a new tab)
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