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Alan Peter Kenney

FINANCIAL MANAGEMENT ASSOCIATES, LLC·NORTH ANDOVER, Massachusetts
Clean recordFINANCIAL MANAGEMENT ASSOCIATES, LLC
510 TURNPIKE STREET, NORTH ANDOVER, MA 01845CRD# 2017410Firm CRD# 109531

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Peter Kenney · NORTH ANDOVER, MA
Registration
CRD #2017410 · FINANCIAL MANAGEMENT ASSOCIATES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alan Peter Kenney is a registered financial advisor based in NORTH ANDOVER, Massachusetts, affiliated with FINANCIAL MANAGEMENT ASSOCIATES, LLC. 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
FINANCIAL MANAGEMENT ASSOCIATES, LLC
FINANCIAL MANAGEMENT ASSOCIATES, LLC
AUM
$83M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FINANCIAL MANAGEMENT ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2017410
Firm CRD# 109531
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Peter Kenney offer?
Alan Peter Kenney specializes in Financial Planning, Investment Management. Contact their office in NORTH ANDOVER, Massachusetts for a consultation.
What are Alan Peter Kenney's credentials?
Alan Peter Kenney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Peter Kenney located?
Alan Peter Kenney is based in NORTH ANDOVER, Massachusetts, working with FINANCIAL MANAGEMENT ASSOCIATES, LLC. Their office serves clients in the NORTH ANDOVER metropolitan area and surrounding communities.
How does Alan Peter Kenney charge for services?
Alan Peter 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 FINANCIAL MANAGEMENT ASSOCIATES, LLC?
FINANCIAL MANAGEMENT ASSOCIATES, LLC has approximately 5 employees and manages $83M 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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