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Kenneth Donald Ouellette

ORCA WEALTH MANAGEMENT, LLC·NEW PORT RICHEY, Florida
SIE, Series 7, Series 7TO, Series 24, Series 31, Series 63, Series 65Clean record22 years registeredORCA WEALTH MANAGEMENT, LLC
7701 LITTLE RD, NEW PORT RICHEY, FL 34654CRD# 2159537Firm CRD# 310053

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Donald Ouellette · NEW PORT RICHEY, FL
Registration
CRD #2159537 · ORCA WEALTH MANAGEMENT, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

ORCA WEALTH MANAGEMENT, LLC
Jan 2021 – present
ORCA WEALTH MANAGEMENT, LLC
Oct 2020 – Dec 2020
TRINITY, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Jul 2010 – Oct 2020
TRINITY, FL
MORGAN STANLEY SMITH BARNEY LLC
Jun 2009 – Jul 2010
PORT RICHEY, FL
CITIGROUP GLOBAL MARKETS INC.
May 2004 – Jun 2009
PORT RICHEY, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 31
Series 63
Series 65
Registration record
First registered · May 6, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ORCA WEALTH MANAGEMENT, LLC
CRD 310053 · SEC 801-119307
AUM
$171M
Regulatory assets under management
Employees
2
441 client accounts
Services offered by ORCA WEALTH MANAGEMENT, LLC
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 ORCA WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Kenneth Donald Ouellette offer?
Kenneth Donald Ouellette specializes in Financial Planning, Investment Management. Contact their office in NEW PORT RICHEY, Florida for a consultation.
What are Kenneth Donald Ouellette's credentials?
Kenneth Donald Ouellette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Donald Ouellette located?
Kenneth Donald Ouellette is based in NEW PORT RICHEY, Florida, working with ORCA WEALTH MANAGEMENT, LLC. Their office serves clients in the NEW PORT RICHEY metropolitan area and surrounding communities.
How does Kenneth Donald Ouellette charge for services?
Kenneth Donald Ouellette'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 ORCA WEALTH MANAGEMENT, LLC?
ORCA WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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