Unclaimed Profile

Gregory J Bunger

KENNEDY WEALTH AND TAX MANAGEMENT, INC.·SOUTHBURY, Connecticut

SIE, Series 7, Series 63Clean record19 years registeredKENNEDY WEALTH AND TAX MANAGEMENT, INC.

1 POMPERAUG OFFICE PARK, SOUTHBURY, CT 06488CRD# 5248132Firm CRD# 172394

Profile Verification

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

Identity

Gregory J Bunger · SOUTHBURY, CT

Registration

CRD #5248132 · KENNEDY WEALTH AND TAX MANAGEMENT, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KENNEDY WEALTH AND TAX MANAGEMENT, INC.

KENNEDY WEALTH AND TAX MANAGEMENT, INC.

Sep 2014 – Jan 2025

SOUTHBURY, CT

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jan 2007 – Oct 2014

SOUTHBURY, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · January 29, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KENNEDY WEALTH AND TAX MANAGEMENT, INC.

CRD 172394 · SEC 801-112886

AUM

$196M

Regulatory assets under management

Employees

359 client accounts

Services offered by KENNEDY WEALTH AND TAX MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KENNEDY WEALTH AND TAX MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Gregory J Bunger offer?

Gregory J Bunger specializes in Financial Planning, Investment Management.

What are Gregory J Bunger's credentials?

Gregory J Bunger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory J Bunger located?

Gregory J Bunger is based in SOUTHBURY, Connecticut, last registered with KENNEDY WEALTH AND TAX MANAGEMENT, INC..

How does Gregory J Bunger charge for services?

Gregory J Bunger'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 KENNEDY WEALTH AND TAX MANAGEMENT, INC.?

KENNEDY WEALTH AND TAX MANAGEMENT, INC. has approximately 4 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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