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JK

James M. Kenny

TRADEWEB DIRECT LLC
Garden City, NY 11530
Some features on this profile are disabled
CRD#: 4727716
JK

Professional summary


James Michael Kenny, who also goes by James M Kenny, James Kenny, is a registered financial professional currently at TRADEWEB DIRECT LLC located in Garden City, New York and TRADEWEB LLC located in New York, New York.

James is registered as a RR (Registered Representative) and started their career in finance in 2004. James has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James M Kenny | James Kenny

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) - BD


Click below to view James Michael Kenny'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

April 23, 2014 - Present

TRADEWEB DIRECT LLC

Office #1: 1225 Franklin Avenue Suite 550, Garden City, NY 11530
BD
CRD#: 103787
Garden City, NY
Current

February 25, 2022 - Present

TRADEWEB LLC

Office #1: 245 Park Avenue 30th Floor, New York, NY 10167
BD
CRD#: 42759
NEW YORK, NY
Past

March 18, 2013 - June 12, 2014

TRADEWEB LLC

BD
CRD#: 42759
NEW YORK, NY
Past

December 16, 2011 - March 15, 2013

AMERICAN PORTFOLIOS ADVISORS, INC

RIA
CRD#: 112697
HOLBROOK, NY
Past

December 9, 2011 - March 11, 2013

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
RIVERHEAD, NY
Past

June 1, 2009 - January 3, 2012

MORGAN STANLEY

RIA
CRD#: 149777
GARDEN CITY, NY
Past

June 1, 2009 - January 3, 2012

MORGAN STANLEY

BD
CRD#: 149777
GARDEN CITY, NY
Past

March 13, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
GARDEN CITY, NY
Past

March 13, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
GARDEN CITY, NY
Past

June 29, 2006 - March 16, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
GARDEN CITY, NY
Past

February 3, 2006 - March 16, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
GARDEN CITY, NY
Past

June 2, 2004 - November 10, 2005

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

June 2, 2004 - November 10, 2005

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

March 26, 2004 - June 15, 2004

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(4/23/2014)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/31/2006
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TL
TRADEWEB LLC
TRADEWEB | TRADEWEB LLC | TRADEWEB L.L.C

CRD#: 42759 / SEC#: , 8-49994

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
245 Park Avenue, New York, NY 10167
Mailing Address
245 Park Avenue, New York, NY 10167
Phone number
(646) 430-6000
Established
Delaware since 01/27/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (9 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
TRADEWEB GLOBAL LLCOWNER
BRUNER, CHRISTIAN ADAMBOARD MEMBER5661505
CLACK, AMYBOARD MEMBER4882071
FRIEDMAN, DOUGLAS L.GENERAL COUNSEL5121291
MCGUIRE, MICHAEL TERRENCECHIEF COMPLIANCE OFFICER2267871
PITTINSKY, JONATHAN DAVIDCHIEF FINANCIAL OFFICER4291263
PITTINSKY, JONATHAN DAVIDDIRECTOR OF FINANCIAL OPERATIONS, FIN-OP PRINCIPAL4291263
SERRAO, ASHLEY NEILBOARD MEMBER5360541
WOOD, ELISABETH KIRBYBOARD MEMBER4929181

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


TRADEWEB LLC

CRD#: 42759Garden City, NY 11530

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