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William Ross Kennedy

RISKBRIDGE ADVISORS, LLC·NORWALK, Connecticut
SIE, Series 7, Series 24, Series 63, Series 87CFAClean record9 years registeredRISKBRIDGE ADVISORS, LLC
401 MERRITT 7, NORWALK, CT 06851CRD# 2706561Firm CRD# 310396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Ross Kennedy · NORWALK, CT
Registration
CRD #2706561 · RISKBRIDGE ADVISORS, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

RISKBRIDGE ADVISORS, LLC
Jan 2021 – present
FIELDPOINT PRIVATE SECURITIES LLC
Aug 2017 – Jan 2020
GREENWICH, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 87
Registration record
First registered · August 7, 2017
Years registered · 9
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RISKBRIDGE ADVISORS, LLC
CRD 310396 · SEC 801-119715
AUM
$633M
Regulatory assets under management
Employees
7
47 client accounts
Services offered by RISKBRIDGE ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RISKBRIDGE ADVISORS, LLC →
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05

Frequently Asked Questions

What services does William Ross Kennedy offer?
William Ross Kennedy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORWALK, Connecticut for a consultation.
What are William Ross Kennedy's credentials?
William Ross Kennedy holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is William Ross Kennedy located?
William Ross Kennedy is based in NORWALK, Connecticut, working with RISKBRIDGE ADVISORS, LLC. Their office serves clients in the NORWALK metropolitan area and surrounding communities.
How does William Ross Kennedy charge for services?
William Ross Kennedy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RISKBRIDGE ADVISORS, LLC?
RISKBRIDGE ADVISORS, LLC has approximately 7 employees and manages $633M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Craig David Pfeiffer
NORWALK, CT

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