Michael D. Kenney
Professional summary
Michael Daniel Kenney is a registered financial advisor currently at FAMILY MANAGE LLC located in New York, New York.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Michael has worked at 4 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Daniel Kenney's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 20, 2021 - Present
FAMILY MANAGE LLC
Office #1: 155 E. 44th Street 21st Floor, New York, NY 10017August 30, 2018 - July 29, 2025
FAMILY MANAGEMENT SECURITIES, LLC
January 24, 2005 - August 22, 2018
C. L. KING & ASSOCIATES, INC.
April 9, 2001 - January 18, 2005
NEEDHAM & COMPANY, LLC
Primary Firm SEC Registration
FAMILY MANAGE LLC
CRD#: 104951 / SEC#: 801-35943
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/20/2021)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 4/27/2005
Limited Representative-Equity Trader ExamCurrent Firm
FAMILY MANAGE LLC
CRD#: 104951 / SEC#: 801-35943
Contact information
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,166 |
| AUM (Assets Under Management) | $ 4,404,570,486 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/20/2025 | ||
| 02/20/2025 | ||
| 06/28/2023 |
Red Flags
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