Stephen V. Kenney
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Stephen Vincent Kenney, CFA, CFP®, who also goes by Stephen V. Kenney, Steve Kenney, was a registered financial professional .
Stephen is a previously registered financial professional and started their career in finance in 2005. Stephen had worked at 3 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 12, 2023 - April 14, 2026
GRAY PRIVATE WEALTH, LLC
January 8, 2019 - October 20, 2020
BOSTON FINANCIAL MANAGEMENT LLC
March 8, 2005 - January 10, 2017
SCS CAPITAL MANAGEMENT LLC
Primary Firm SEC Registration
GRAY PRIVATE WEALTH, LLC
CRD#: 128547 / SEC#: 801-112720
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
GRAY PRIVATE WEALTH, LLC
CRD#: 128547 / SEC#: 801-112720
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 279 |
| AUM (Assets Under Management) | $ 465,414,148 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/19/2023 | ||
| 01/11/2023 |
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.
