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KD

Kenneth A. Dery

KENNETH A. DERY & ASSOCIATES
Willoughby, OH 44094
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CRD#: 4534805
KD

Professional summary


Kenneth Allen Dery MR., who also goes by Kenneth Allen Dery, is a registered financial advisor currently at KENNETH A. DERY & ASSOCIATES located in Willoughby, Ohio.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Kenneth has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Kenneth Allen Dery

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 advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kenneth Allen Dery MR.'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®
None

Experience


Current

August 9, 1999 - Present

KENNETH A. DERY & ASSOCIATES

Office #1: 4145 Erie Street, Willoughby, OH 44094Office #2: 4145 Erie Street, Willoughby, OH 44094
RIA
CRD#: 120184
Willoughby, OH

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
Ohio
(8/9/1999)

Exams


Current Firm


KA
KENNETH A. DERY & ASSOCIATES
KENNETH A. DERY & ASSOCIATES | KENNETH A. DERY & ASSOCIATES, INC.

CRD#: 120184 / SEC#:

Ohio
Registered Investment Advisory firm - (6/1/1999 Approved)
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Contact information


Main Address
4145 Erie Street, Willoughby, OH 44094
Mailing Address
Po Box 1146, Willoughby, OH 44096
Phone number
(440) 946-6510
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts22
AUM (Assets Under Management)$ 31,485,563

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


KENNETH A. DERY & ASSOCIATES

CRD#: 120184Willoughby, OH 44094

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