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Kevin Charles Mckenna

AEGIS CAPITAL CORP.·NEW YORK, New York
SIE, Series 7, Series 8, Series 9, Series 10, Series 23, Series 24, Series 63, Series 99TOAEGIS CAPITAL CORP.
810 7TH AVE., NEW YORK, NY 10019CRD# 1343870Firm CRD# 15007

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Charles Mckenna · NEW YORK, NY
Registration
CRD #1343870 · AEGIS CAPITAL CORP.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 9
Series 10
Series 23
Series 24
Series 63
Series 99TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
AEGIS CAPITAL CORP.
CRD 15007 · SEC 801-71386
AUM
$1.3B
Regulatory assets under management
Employees
257
2,479 client accounts
Services offered by AEGIS CAPITAL CORP.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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04

Frequently Asked Questions

What services does Kevin Charles Mckenna offer?
Kevin Charles Mckenna specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Kevin Charles Mckenna's credentials?
Kevin Charles Mckenna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Charles Mckenna located?
Kevin Charles Mckenna is based in NEW YORK, New York, working with AEGIS CAPITAL CORP.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Kevin Charles Mckenna charge for services?
Kevin Charles Mckenna's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AEGIS CAPITAL CORP.?
AEGIS CAPITAL CORP. has approximately 257 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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