Unclaimed Profile

Kevin Patrick Ferguson

SRN ADVISORS, LLC·HUNTINGDON VALLEY, Pennsylvania

SRN ADVISORS, LLC

2600 PHILMONT AVENUE, HUNTINGDON VALLEY, PA 19006CRD# 7224489Firm CRD# 307155

Profile Verification

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

Identity

Kevin Patrick Ferguson · HUNTINGDON VALLEY, PA

Registration

CRD #7224489 · SRN ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Kevin Patrick Ferguson is a registered financial advisor based in HUNTINGDON VALLEY, Pennsylvania, affiliated with SRN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

SRN ADVISORS, LLC

AUM

$133M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SRN ADVISORS, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7224489

Firm CRD# 307155

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Patrick Ferguson offer?

Kevin Patrick Ferguson specializes in Investment Management, Fee-Only Advisory. Contact their office in HUNTINGDON VALLEY, Pennsylvania for a consultation.

What are Kevin Patrick Ferguson's credentials?

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

Where is Kevin Patrick Ferguson located?

Kevin Patrick Ferguson is based in HUNTINGDON VALLEY, Pennsylvania, working with SRN ADVISORS, LLC. Their office serves clients in the HUNTINGDON VALLEY metropolitan area and surrounding communities.

How does Kevin Patrick Ferguson charge for services?

Kevin Patrick Ferguson'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 SRN ADVISORS, LLC?

SRN ADVISORS, LLC has approximately 4 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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