Unclaimed Profile

Thomas Paul Kennett

LOGE SOLUTIONS, LLC·BOSTON, Massachusetts

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65, Series 66Clean record20 years registeredLOGE SOLUTIONS, LLC

60 STATE STREET, BOSTON, MA 02109CRD# 820837Firm CRD# 149862

Profile Verification

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

Identity

Thomas Paul Kennett · BOSTON, MA

Registration

CRD #820837 · LOGE SOLUTIONS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LOGE SOLUTIONS, LLC

H.D. VEST ADVISORY SERVICES, INC

Jun 2016 – Oct 2016

Carmel Valley, CA

GROWTH CAPITAL SERVICES, INC.

Mar 2015 – Jul 2015

CARMEL VALLEY, CA

LOGE SOLUTIONS, LLC

May 2010 – Sep 2013

BOSTON, MA

NIEMANN CAPITAL MANAGEMENT INC

Nov 2008 – Jul 2009

CAPITOLA, CA

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Apr 2006 – Oct 2006

BURLINGAME, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Series 66

Registration record

First registered · April 4, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATIFI, LLC

CRD 149862 · SEC 801-70173

AUM

$85M

Regulatory assets under management

Employees

28 client accounts

Services offered by STRATIFI, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at STRATIFI, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Paul Kennett offer?

Thomas Paul Kennett specializes in Investment Management, Retirement Planning.

What are Thomas Paul Kennett's credentials?

Thomas Paul Kennett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Paul Kennett located?

Thomas Paul Kennett is based in BOSTON, Massachusetts, last registered with LOGE SOLUTIONS, LLC.

How does Thomas Paul Kennett charge for services?

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

How large is LOGE SOLUTIONS, LLC?

LOGE SOLUTIONS, LLC has approximately 11 employees and manages $85M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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