Unclaimed Profile

Stephen Vincent Kenney

GRAY PRIVATE WEALTH, LLC·CANTON, Massachusetts

Clean record21 years registeredGRAY PRIVATE WEALTH, LLC

150 ROYALL STREET, CANTON, MA 02021CRD# 1541908Firm CRD# 128547

Profile Verification

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

Identity

Stephen Vincent Kenney · CANTON, MA

Registration

CRD #1541908 · GRAY PRIVATE WEALTH, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GRAY PRIVATE WEALTH, LLC

GRAY PRIVATE WEALTH, LLC

Jan 2023 – Apr 2026

CANTON, MA

BOSTON FINANCIAL MANAGEMENT LLC

Jan 2019 – Oct 2020

BOSTON, MA

SCS CAPITAL MANAGEMENT LLC

Mar 2005 – Jan 2017

BOSTON, MA

Registrations & Exams

Registration record

First registered · March 8, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRAY PRIVATE WEALTH, LLC

CRD 128547 · SEC 801-112720

AUM

$396M

Regulatory assets under management

Employees

260 client accounts

Services offered by GRAY PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GRAY PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Vincent Kenney offer?

Stephen Vincent Kenney specializes in Financial Planning, Investment Management.

What are Stephen Vincent Kenney's credentials?

Stephen Vincent Kenney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Vincent Kenney located?

Stephen Vincent Kenney is based in CANTON, Massachusetts, last registered with GRAY PRIVATE WEALTH, LLC.

How does Stephen Vincent Kenney charge for services?

Stephen Vincent Kenney'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 GRAY PRIVATE WEALTH, LLC?

GRAY PRIVATE WEALTH, LLC has approximately 8 employees and manages $396M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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