Unclaimed Profile

Kevin Penn

GREAT POINT PARTNERS, LLC·GREENWICH, Connecticut

GREAT POINT PARTNERS, LLC

165 MASON STREET, GREENWICH, CT 06830CRD# 6468709Firm CRD# 158423

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Penn · GREENWICH, CT

Registration

CRD #6468709 · GREAT POINT PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Kevin Penn is a registered financial advisor based in GREENWICH, Connecticut, affiliated with GREAT POINT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GREAT POINT PARTNERS, LLC

AUM

$2.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GREAT POINT PARTNERS, LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6468709

Firm CRD# 158423

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Penn offer?

Kevin Penn specializes in Retirement Planning, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.

What are Kevin Penn's credentials?

Kevin Penn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Penn located?

Kevin Penn is based in GREENWICH, Connecticut, working with GREAT POINT PARTNERS, LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.

How does Kevin Penn charge for services?

Kevin Penn'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 GREAT POINT PARTNERS, LLC?

GREAT POINT PARTNERS, LLC has approximately 28 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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