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Thomas Richard Kershner

KENNERMAN ASSOCIATE INC·SARATOGA SPRING, New York
Clean recordKENNERMAN ASSOCIATE INC
480 BROADWAY, SARATOGA SPRING, NY 12866-2285CRD# 4379506Firm CRD# 105696

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Richard Kershner · SARATOGA SPRING, NY
Registration
CRD #4379506 · KENNERMAN ASSOCIATE INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Richard Kershner is a registered financial advisor based in SARATOGA SPRING, New York, affiliated with KENNERMAN ASSOCIATE INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
KENNERMAN ASSOCIATE INC
KERSHNER, GROSSO & CO.
AUM
$437M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at KENNERMAN ASSOCIATE INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4379506
Firm CRD# 105696
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Richard Kershner offer?
Thomas Richard Kershner specializes in Investment Management, Fee-Only Advisory. Contact their office in SARATOGA SPRING, New York for a consultation.
What are Thomas Richard Kershner's credentials?
Thomas Richard Kershner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Richard Kershner located?
Thomas Richard Kershner is based in SARATOGA SPRING, New York, working with KENNERMAN ASSOCIATE INC. Their office serves clients in the SARATOGA SPRING metropolitan area and surrounding communities.
How does Thomas Richard Kershner charge for services?
Thomas Richard Kershner'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 KENNERMAN ASSOCIATE INC?
KENNERMAN ASSOCIATE INC has approximately 4 employees and manages $437M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KENNERMAN ASSOCIATE INC

Robert S Herman
SARATOGA SPRING, NY
Timothy Peter Fontaine
SARATOGA SPRING, NY
Christopher Gibson Grosso
SARATOGA SPRING, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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