Kevin J. Mcenerney

TRUVESTMENTS CAPITAL LLC

Vero Beach, FL 32960

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CRD#: 1052957

Professional summary

Kevin Jay Mcenerney is a registered financial advisor currently at TRUVESTMENTS CAPITAL LLC located in Vero Beach, Florida.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Kevin has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) KEVIN MCENERNEY INC. DBA MCENERNEY TAX ADVISORY. DEVOTES 32 HOURS A MONTH TO THE BUSINESS AND 40 HOURS A MONTH ARE DEVOTED DURING SECURITIES TRADING HOURS.POSITION IS PRESIDENT. (2) Lynch Tax Advisory Group; NO; 05/2013; President; less than 10 hours a month are devoted to this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Jay Mcenerney's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 20, 2020 - Present

TRUVESTMENTS CAPITAL LLC

Office #1: 1031 Royal Palm Blvd., Vero Beach, FL 32960Office #2: 6767 North Wickham Rd. Ste. 400, Melbourne, FL 32940

RIA

CRD#: 291297

Vero Beach, FL

Past

November 6, 2006 - December 31, 2024

THE MCENERNEY GROUP

RIA

CRD#: 140847

MELBOURNE, FL

Past

December 4, 2003 - April 1, 2005

LEGACY FINANCIAL SERVICES, INC.

CRD#: 38697

PETALUMA, CA

Past

May 24, 2001 - February 18, 2003

AMSOUTH INVESTMENT SERVICES, INC.

CRD#: 15692

BIRMINGHAM, AL

Past

December 19, 2000 - May 4, 2001

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

May 27, 1987 - February 4, 1999

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

June 18, 1985 - March 21, 1987

CIBC WORLD MARKETS CORP.

CRD#: 630

Past

September 23, 1982 - July 12, 1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUVESTMENTS CAPITAL LLC

ELITE WEALTH ADVISORS | TRUVESTMENTS CAPITAL LLC | LILY WEALTH MANAGEMENT

CRD#: 291297 / SEC#: 801-112243

RIA

Registered Investment Advisory firm - (1/5/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/20/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/7/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/14/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/18/1982

General Securities Representative Examination

Current Firm

TRUVESTMENTS CAPITAL LLC

ELITE WEALTH ADVISORS | TRUVESTMENTS CAPITAL LLC | LILY WEALTH MANAGEMENT

CRD#: 291297 / SEC#: 801-112243

RIA

Registered Investment Advisory firm - (1/5/2018 Approved)

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Contact information

Main Address

5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240

Mailing Address

Phone number

(941) 753-3814

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRUVESTMENTS CAPITAL LLC ADV BROCHURE (9/5/2025)

Regulatory assets under management

Total Number of Accounts	2,712
AUM (Assets Under Management)	$ 601,243,175

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kevin J. Mcenerney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Jay Mcenerney's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE MCENERNEY GROUP

LEGACY FINANCIAL SERVICES, INC.

AMSOUTH INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

UBS FINANCIAL SERVICES INC.

CIBC WORLD MARKETS CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

TRUVESTMENTS CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/2006

Series 63

Date: 11/14/1984

Series 7

Date: 9/18/1982

Current Firm

TRUVESTMENTS CAPITAL LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUVESTMENTS CAPITAL LLC

TRUST BUT VERIFY

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