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Eugene T Donato

KENNEDY INVESTMENT GROUP, INC.·WEST DEPTFORD, New Jersey
SIE, Series 6, Series 7TO, Series 63Clean recordKENNEDY INVESTMENT GROUP, INC.
196 DELAWARE STREET, WEST DEPTFORD, NJ 08086CRD# 4930813Firm CRD# 322605

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eugene T Donato · WEST DEPTFORD, NJ
Registration
CRD #4930813 · KENNEDY INVESTMENT GROUP, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
KENNEDY INVESTMENT GROUP, INC.
CRD 322605 · SEC 801-126404
AUM
$469M
Regulatory assets under management
Employees
11
2,452 client accounts
Services offered by KENNEDY INVESTMENT GROUP, INC.
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 KENNEDY INVESTMENT GROUP, INC. →
Introduction

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Frequently Asked Questions

What services does Eugene T Donato offer?
Eugene T Donato specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WEST DEPTFORD, New Jersey for a consultation.
What are Eugene T Donato's credentials?
Eugene T Donato is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eugene T Donato located?
Eugene T Donato is based in WEST DEPTFORD, New Jersey, working with KENNEDY INVESTMENT GROUP, INC.. Their office serves clients in the WEST DEPTFORD metropolitan area and surrounding communities.
How does Eugene T Donato charge for services?
Eugene T Donato's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KENNEDY INVESTMENT GROUP, INC.?
KENNEDY INVESTMENT GROUP, INC. has approximately 11 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KENNEDY INVESTMENT GROUP, INC.

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Henry J. Schroeder
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WEST DEPTFORD, NJ

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