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Timothy Peter Fontaine

KENNERMAN ASSOCIATE INC·SARATOGA SPRING, New York
Series 7, Series 66CFPClean record10 years registeredKENNERMAN ASSOCIATE INC
480 BROADWAY, SARATOGA SPRING, NY 12866-2285CRD# 5641302Firm CRD# 105696

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Peter Fontaine · SARATOGA SPRING, NY
Registration
CRD #5641302 · KENNERMAN ASSOCIATE INC · 10 years registered
Brand Profile
Not yet started
01

Career History

KERSHNER, GROSSO & CO.
Feb 2023 – present
ASCENT WEALTH PARTNERS, LLC
May 2016 – Aug 2018
Utica, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · May 27, 2016
Years registered · 10
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KENNERMAN ASSOCIATE INC
CRD 105696 · SEC 801-25724
AUM
$437M
Regulatory assets under management
Employees
4
791 client accounts
Services offered by KENNERMAN ASSOCIATE INC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at KENNERMAN ASSOCIATE INC →
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05

Frequently Asked Questions

What services does Timothy Peter Fontaine offer?
Timothy Peter Fontaine specializes in Investment Management, Fee-Only Advisory. Contact their office in SARATOGA SPRING, New York for a consultation.
What are Timothy Peter Fontaine's credentials?
Timothy Peter Fontaine holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Timothy Peter Fontaine located?
Timothy Peter Fontaine 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 Timothy Peter Fontaine charge for services?
Timothy Peter Fontaine'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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