Unclaimed Profile

Keith Robert Hering

KENNEDY INVESTMENT GROUP, INC.·WEST DEPTFORD, New Jersey

SIE, Series 6, Series 7, Series 9, Series 10, Series 63, Series 65Clean record21 years registeredKENNEDY INVESTMENT GROUP, INC.

196 DELAWARE STREET, WEST DEPTFORD, NJ 08086CRD# 1496018Firm CRD# 322605

Profile Verification

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

Identity

Keith Robert Hering · WEST DEPTFORD, NJ

Registration

CRD #1496018 · KENNEDY INVESTMENT GROUP, INC. · 21 years registered

Brand Profile

Not yet started

Career History

KENNEDY INVESTMENT GROUP

Sep 2022 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Oct 2022

HOLICONG, PA

RAYMOND JAMES FINANCIAL SERVICES

May 2005 – Jan 2009

HOLICONG, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · May 3, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KENNEDY INVESTMENT GROUP, INC.

CRD 322605 · SEC 801-126404

AUM

$469M

Regulatory assets under management

Employees

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 Keith Robert Hering offer?

Keith Robert Hering specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WEST DEPTFORD, New Jersey for a consultation.

What are Keith Robert Hering's credentials?

Keith Robert Hering is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Keith Robert Hering located?

Keith Robert Hering 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 Keith Robert Hering charge for services?

Keith Robert Hering'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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