Patrick M. Kennedy
Professional Summary
Patrick M. Kennedy, who also goes by Patrick M Kennedy, Patrick Kennedy, is a registered financial advisor currently at GREEN PIER FINTECH LLC located in New York City, New York. Patrick is registered as a RR (Registered Representative) and started their career in finance in 2007. Patrick has worked at 3 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 7, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Patrick M Kennedy, Patrick Kennedy
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
GREEN PIER FINTECH LLC
Contact Information
Main Address
245 Summer Street V3a, Boston, MA 02210Mailing Address
245 Summer Street V3a, Boston, MA 02210Phone Number
(617) 563-7000Established
Delaware since 02/05/2020Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIDELITY GLOBAL BROKERAGE GROUP, INC. | MEMBER | — |
| DESJOURDY, BRIAN | VP STRATEGY | 2520622 |
| MORAN, EDWARD MICHAEL | PRINCIPAL OPERATIONS OFFICER | 1273715 |
| PRICE, MATTHEW | CHIEF EXECUTIVE OFFICER | 1417511 |
| RONZONI, MICHAEL P | CHIEF COMPLIANCE OFFICER | 6791554 |
| SMITH, JORDAN | PRINCIPAL FINANCIAL OFFICER | 6534026 |
| WEAVER, BRYAN ROBERT | CHIEF LEGAL OFFICER | 2933941 |
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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.
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State Registrations and Notice Filings
(3/20/2023)
(3/17/2022)
(2/28/2023)
(3/3/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Patrick M. Kennedy's CRS (Customer Relationship Summary).
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