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WK

William J. Kennedy

SILVER TIGER ADVISORS
Greenwich, CT
Some features on this profile are disabled
CRD#: 5710965
WK

Professional summary

William Joseph Kennedy is a registered financial advisor currently at SILVER TIGER ADVISORS located in Greenwich, Connecticut.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. William has worked at 4 firms and has passed the Series 66, Series 63 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 William Joseph Kennedy'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

October 9, 2019 - Present

SILVER TIGER ADVISORS

RIA
CRD#: 305189
Greenwich, CT
Past

June 12, 2015 - October 9, 2019

ATR ADVISORS, LLC

RIA
CRD#: 170849
WESTPORT, CT
Past

January 13, 2012 - June 12, 2015

WESTPORT RESOURCES MANAGEMENT INC

RIA
CRD#: 105306
WESTPORT, CT
Past

October 14, 2009 - January 19, 2010

DAVID LERNER ASSOCIATES, INC.

BD
CRD#: 5397
DARIEN, CT

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
Connecticut
(10/9/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/11/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/29/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/13/2009
General Securities Representative Examination

Current Firm

ST
SILVER TIGER ADVISORS
GREENWICH CAPITAL PARTNERS | SILVER TIGER ADVISORS LLC | SILVER TIGER ADVISORS

CRD#: 305189 / SEC#:

Connecticut
Registered Investment Advisory firm - (9/6/2019 Approved)
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Contact information

Main Address
Greenwich, CT
Mailing Address
Phone number
(203) 561-5870
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts15
AUM (Assets Under Management)$ 5,820,000

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.

Company Information

SILVER TIGER ADVISORS

CRD#: 305189Greenwich, CT

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