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Kevin Andrew Kennedy

KENNEDY WEALTH AND TAX MANAGEMENT, INC.·SOUTHBURY, Connecticut
Unclaimed Profile
1 POMPERAUG OFFICE PARK, SOUTHBURY, CT 06488CRD# 2891568Firm CRD# 172394
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About

Kevin Andrew Kennedy is a registered financial advisor based in SOUTHBURY, Connecticut, affiliated with KENNEDY WEALTH AND TAX MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
KENNEDY WEALTH AND TAX MANAGEMENT, INC.
KENNEDY WEALTH AND TAX MANAGEMENT, INC.
AUM
$196M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at KENNEDY WEALTH AND TAX MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2891568
Firm CRD# 172394
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Andrew Kennedy offer?
Kevin Andrew Kennedy specializes in Financial Planning, Investment Management. Contact their office in SOUTHBURY, Connecticut for a consultation.
What are Kevin Andrew Kennedy's credentials?
Kevin Andrew Kennedy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Andrew Kennedy located?
Kevin Andrew Kennedy is based in SOUTHBURY, Connecticut, working with KENNEDY WEALTH AND TAX MANAGEMENT, INC.. Their office serves clients in the SOUTHBURY metropolitan area and surrounding communities.
How does Kevin Andrew Kennedy charge for services?
Kevin Andrew 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 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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Other advisors in SOUTHBURY
David Cheng-Wei Hsu — NEWDAY FUNDS, INC.Gregory J Bunger — KENNEDY WEALTH AND TAX MANAGEMENT, INC.Alexander Meek — NEWDAY FUNDS, INC.Douglas Charles Heske — NEWDAY FUNDS, INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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