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Kevin Andrew Kennedy

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Andrew Kennedy · SOUTHBURY, CT
Registration
CRD #2891568 · KENNEDY WEALTH AND TAX MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2891568
Firm CRD# 172394
View on FINRA BrokerCheck →

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05

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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Gregory J Bunger
SOUTHBURY, CT

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Research
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