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Peter Anthony Kennedy

SUNSHINE WEALTH ADVISORS, LLC·MAPLEWOOD, New Jersey
Unclaimed Profile
77 WOODLAND ROAD, MAPLEWOOD, NJ 07040CRD# 2518393Firm CRD# 291902
01

About

Peter Anthony Kennedy is a registered financial advisor based in MAPLEWOOD, New Jersey, affiliated with SUNSHINE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
APOLLON WEALTH MANAGEMENT, LLC
APOLLON WEALTH MANAGEMENT, LLC
AUM
$5.5B
Regulatory assets under management
Employees
167
Total firm employees
View all advisors at APOLLON WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2518393
Firm CRD# 291902
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Anthony Kennedy offer?
Peter Anthony Kennedy specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MAPLEWOOD, New Jersey for a consultation.
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, working with SUNSHINE WEALTH ADVISORS, LLC. Their office serves clients in the MAPLEWOOD metropolitan area and surrounding communities.
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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Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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