Claim Profile
DK

Douglas Liam Kennealey

PRINCETON EQUITY ADVISORS, LP·PRINCETON, New Jersey
Unclaimed Profile
47 HULFISH STREET, PRINCETON, NJ 08542CRD# 7285087Firm CRD# 310405
01

About

Douglas Liam Kennealey is a registered financial advisor based in PRINCETON, New Jersey, affiliated with PRINCETON EQUITY ADVISORS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PRINCETON EQUITY ADVISORS, LP
PRINCETON EQUITY GROUP
AUM
$1.4B
Regulatory assets under management
Employees
17
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7285087
Firm CRD# 310405
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PRINCETON?

Browse all registered financial advisors in PRINCETON, New Jersey or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Douglas Liam Kennealey offer?
Douglas Liam Kennealey specializes in Retirement Planning. Contact their office in PRINCETON, New Jersey for a consultation.
What are Douglas Liam Kennealey's credentials?
Douglas Liam Kennealey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Liam Kennealey located?
Douglas Liam Kennealey is based in PRINCETON, New Jersey, working with PRINCETON EQUITY ADVISORS, LP. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.
How does Douglas Liam Kennealey charge for services?
Douglas Liam Kennealey'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 PRINCETON EQUITY ADVISORS, LP?
PRINCETON EQUITY ADVISORS, LP has approximately 17 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty