Unclaimed Profile

Kenneth Eugene Foley

SPEARHEAD ADMINISTRATIVE SERVICES, LLC·GREENVILLE, Delaware

SIE, Series 3, Series 6, Series 26, Series 63, Series 65, Series 99TOClean record6 years registeredSPEARHEAD ADMINISTRATIVE SERVICES, LLC

3828 KENNETT PIKE, GREENVILLE, DE 19807CRD# 2840109Firm CRD# 319289

Profile Verification

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

Identity

Kenneth Eugene Foley · GREENVILLE, DE

Registration

CRD #2840109 · SPEARHEAD ADMINISTRATIVE SERVICES, LLC · 6 years registered

Brand Profile

Not yet started

Career History

THE LEADERS GROUP, INC.

Jul 2022 – present

SPEARHEAD ADMINISTRATIVE SERVICES, LLC

Apr 2022 – present

SPEARHEAD CAPITAL ADVISORS, LLC

Mar 2020 – Dec 2022

Kennett Square, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 6

Series 26

Series 63

Series 65

Series 99TO

Registration record

First registered · March 13, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPEARHEAD ADMINISTRATIVE SERVICES, LLC

CRD 319289 · SEC 801-123610

AUM

$1.2B

Regulatory assets under management

Employees

293 client accounts

Services offered by SPEARHEAD ADMINISTRATIVE SERVICES, LLC

Per Form ADV

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at SPEARHEAD ADMINISTRATIVE SERVICES, LLC →

Introduction

Speak with Kenneth

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kenneth is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREENVILLE?

Browse all registered financial advisors in GREENVILLE, Delaware or claim this profile if it's yours.

Browse GREENVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kenneth Eugene Foley offer?

Kenneth Eugene Foley specializes in Retirement Planning, Wealth Management. Contact their office in GREENVILLE, Delaware for a consultation.

What are Kenneth Eugene Foley's credentials?

Kenneth Eugene Foley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth Eugene Foley located?

Kenneth Eugene Foley is based in GREENVILLE, Delaware, working with SPEARHEAD ADMINISTRATIVE SERVICES, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

How does Kenneth Eugene Foley charge for services?

Kenneth Eugene Foley's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPEARHEAD ADMINISTRATIVE SERVICES, LLC?

SPEARHEAD ADMINISTRATIVE SERVICES, LLC has approximately 9 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →