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Donald Steward Kennedy

PINEAPPLE CAPITAL MANAGEMENT, LLC·LAFAYETTE, California
Clean recordPINEAPPLE CAPITAL MANAGEMENT, LLC
3697 MT. DIABLO BLVD., LAFAYETTE, CA 94549CRD# 267720Firm CRD# 171605

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Steward Kennedy · LAFAYETTE, CA
Registration
CRD #267720 · PINEAPPLE CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donald Steward Kennedy is a registered financial advisor based in LAFAYETTE, California, affiliated with PINEAPPLE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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Firm Overview

Firm
PINEAPPLE CAPITAL MANAGEMENT, LLC
PINEAPPLE CAPITAL MANAGEMENT, LLC
AUM
$182M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PINEAPPLE CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 267720
Firm CRD# 171605
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donald Steward Kennedy offer?
Donald Steward Kennedy specializes in Retirement Planning. Contact their office in LAFAYETTE, California for a consultation.
What are Donald Steward Kennedy's credentials?
Donald Steward Kennedy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Steward Kennedy located?
Donald Steward Kennedy is based in LAFAYETTE, California, working with PINEAPPLE CAPITAL MANAGEMENT, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Donald Steward Kennedy charge for services?
Donald Steward Kennedy's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINEAPPLE CAPITAL MANAGEMENT, LLC?
PINEAPPLE CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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