Unclaimed Profile

Peter Anthony Kennedy

SUNSHINE WEALTH ADVISORS, LLC·MAPLEWOOD, New Jersey

SIE, Series 24Clean record23 years registeredSUNSHINE WEALTH ADVISORS, LLC

77 WOODLAND ROAD, MAPLEWOOD, NJ 07040CRD# 2518393Firm CRD# 291902

Profile Verification

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

Identity

Peter Anthony Kennedy · MAPLEWOOD, NJ

Registration

CRD #2518393 · SUNSHINE WEALTH ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUNSHINE WEALTH ADVISORS, LLC

UBS FINANCIAL SERVICES INC.

Nov 2002 – Jul 2007

WEEHAWKEN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 24

Registration record

First registered · November 19, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APOLLON WEALTH MANAGEMENT, LLC

CRD 291902 · SEC 801-112350

AUM

$5.5B

Regulatory assets under management

Employees

167

15,301 client accounts

Services offered by APOLLON WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at APOLLON WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Peter Anthony Kennedy offer?

Peter Anthony Kennedy specializes in Financial Planning, Investment Management, Retirement Planning.

What are Peter Anthony Kennedy's credentials?

Peter Anthony Kennedy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Anthony Kennedy located?

Peter Anthony Kennedy is based in MAPLEWOOD, New Jersey, last registered with SUNSHINE WEALTH ADVISORS, LLC.

How does Peter Anthony Kennedy charge for services?

Peter Anthony Kennedy'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 SUNSHINE WEALTH ADVISORS, LLC?

SUNSHINE WEALTH ADVISORS, LLC has approximately 167 employees and manages $5.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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