SK
Stephen V. Kenney
GRAY PRIVATE WEALTH
Canton, MA 02021
Some features on this profile are disabled
CRD#: 1541908
SK
Professional summary
Stephen Vincent Kenney, CFA, CFP®, who also goes by Stephen V. Kenney, Steve Kenney, is a registered financial advisor currently at GRAY PRIVATE WEALTH, LLC located in Canton, Massachusetts.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Stephen has worked at 3 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Stephen V. Kenney | Steve Kenney
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.
The Name of the Other Business: Cabot Wellington, LLC; Investment-Related Business; 22 Batterymarch Street, Boston, MA, 02108; Nature of Business: Private Family Investment Office; Position: Investment Committee Co-Chair; Start Date: 09/2017; Number of Hours per Month: 1.5; Number of Hours per Month Devoted During Security Trading Hours: 1.5; Nature of Duties: Advise Board of Directors on Investment Matters
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Vincent Kenney's 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®
Experience
Current
January 12, 2023 - Present
GRAY PRIVATE WEALTH, LLC
Office #1: 150 Royall Street Suite 102, Canton, MA 02021RIA
CRD#: 128547
Canton, MA
Past
January 8, 2019 - October 20, 2020
BOSTON FINANCIAL MANAGEMENT LLC
RIA
CRD#: 112360
BOSTON, MA
Past
March 8, 2005 - January 10, 2017
SCS CAPITAL MANAGEMENT LLC
RIA
CRD#: 122258
BOSTON, MA
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".
GP
GRAY PRIVATE WEALTH, LLC
GRAY EQUITY MANAGEMENT, LLC | GRAY PRIVATE WEALTH, LLC
CRD#: 128547 / SEC#: 801-112720
RIA
Registered Investment Advisory firm - (3/29/2018 Approved)Massachusetts
Registered Investment Advisory firm - (1/4/2019 Terminated)Texas
Registered Investment Advisory firm - (12/12/2018 Terminated)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
Massachusetts(7/26/2023)
IAR
Texas(1/12/2023)
Exams
Current Firm
GP
GRAY PRIVATE WEALTH, LLC
GRAY EQUITY MANAGEMENT, LLC | GRAY PRIVATE WEALTH, LLC
CRD#: 128547 / SEC#: 801-112720
RIA
Registered Investment Advisory firm - (3/29/2018 Approved)Massachusetts
Registered Investment Advisory firm - (1/4/2019 Terminated)Texas
Registered Investment Advisory firm - (12/12/2018 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
150 Royall Street Suite 102, Canton, MA 02021
Mailing Address
Phone number
(781) 232-2020
Established
Firm type
Fiscal year end
# of Employees
8
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.
Company Information
GRAY PRIVATE WEALTH, LLC
CRD#: 128547Canton, MA 02021TRUST BUT VERIFY
Monitor Stephen Kenney
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
