Unclaimed Profile

Kevin O Finnegan

PENTEGRA INVESTORS, INC.·WHITE PLAINS, New York

Clean recordPENTEGRA INVESTORS, INC.

701 WESTCHESTER AVENUE, WHITE PLAINS, NY 10604-3805CRD# 7712729Firm CRD# 111503

Profile Verification

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

Identity

Kevin O Finnegan · WHITE PLAINS, NY

Registration

CRD #7712729 · PENTEGRA INVESTORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin O Finnegan is a registered financial advisor based in WHITE PLAINS, New York, affiliated with PENTEGRA INVESTORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PENTEGRA INVESTORS, INC.

AUM

$5.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PENTEGRA INVESTORS, INC. →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7712729

Firm CRD# 111503

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin O Finnegan offer?

Kevin O Finnegan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WHITE PLAINS, New York for a consultation.

What are Kevin O Finnegan's credentials?

Kevin O Finnegan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin O Finnegan located?

Kevin O Finnegan is based in WHITE PLAINS, New York, working with PENTEGRA INVESTORS, INC.. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.

How does Kevin O Finnegan charge for services?

Kevin O Finnegan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENTEGRA INVESTORS, INC.?

PENTEGRA INVESTORS, INC. has approximately 14 employees and manages $5.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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