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Clinton Peter Kane

KANE FINANCIAL, LLC·WATERVILLE, New York
Clean recordKANE FINANCIAL, LLC
151 WEST MAIN STREET, WATERVILLE, NY 13480CRD# 5352683Firm CRD# 291231

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clinton Peter Kane · WATERVILLE, NY
Registration
CRD #5352683 · KANE FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Clinton Peter Kane is a registered financial advisor based in WATERVILLE, New York, affiliated with KANE FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KANE FINANCIAL, LLC
KANE FINANCIAL
AUM
$44M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KANE FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5352683
Firm CRD# 291231
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Clinton Peter Kane offer?
Clinton Peter Kane specializes in Financial Planning, Investment Management. Contact their office in WATERVILLE, New York for a consultation.
What are Clinton Peter Kane's credentials?
Clinton Peter Kane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clinton Peter Kane located?
Clinton Peter Kane is based in WATERVILLE, New York, working with KANE FINANCIAL, LLC. Their office serves clients in the WATERVILLE metropolitan area and surrounding communities.
How does Clinton Peter Kane charge for services?
Clinton Peter Kane's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KANE FINANCIAL, LLC?
KANE FINANCIAL, LLC has approximately 2 employees and manages $44M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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