Kevin Delaney

KD WEALTH MANAGEMENT LLC

HAMPTON, NH 03842

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CRD#: 5327959

Professional summary

Kevin Delaney is a registered financial advisor currently at KD WEALTH MANAGEMENT LLC located in Hampton, New Hampshire.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kevin has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Kevin Delaney'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 14, 2022 - Present

KD WEALTH MANAGEMENT LLC

Office #1: 11 Thornton St, Hampton, NH 03842

RIA

CRD#: 309096

HAMPTON, NH

Past

August 24, 2020 - December 31, 2021

KD WEALTH MANAGEMENT LLC

RIA

CRD#: 309096

MANCHESTER, NH

Past

October 28, 2019 - June 1, 2020

APOLLO FINANCIAL GROUP, LLC

RIA

CRD#: 299780

HUDSON, NH

Past

July 13, 2018 - September 30, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

February 8, 2008 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MERRIMACK, NH

Past

August 13, 2007 - September 27, 2019

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

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

Louisiana
(8/15/2022)

IAR

New Hampshire
(4/14/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/18/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/3/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2007

General Securities Representative Examination

Current Firm

KD WEALTH MANAGEMENT LLC

CRD#: 309096 / SEC#:

Louisiana

Registered Investment Advisory firm - (8/15/2022 Approved)

New Hampshire

Registered Investment Advisory firm - (4/13/2022 Approved)

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Contact information

Main Address

11 Thornton St, Hampton, NH 03842

Mailing Address

Phone number

(603) 851-1781

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	30
AUM (Assets Under Management)	$ 10,000,000

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.

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Kevin Delaney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Delaney's CRS (Customer Relationship Summary).

Certified licenses

Experience

KD WEALTH MANAGEMENT LLC

KD WEALTH MANAGEMENT LLC

APOLLO FINANCIAL GROUP, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/18/2008

Series 63

Date: 8/3/2007

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2007

Current Firm

KD WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KD WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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