Catherine M. Kennedy

BIRCH HILL INVESTMENT ADVISORS LLC

BOSTON, MA 02110

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CRD#: 5793595

Professional summary

Catherine M Kennedy, CFP® is a registered financial advisor currently at BIRCH HILL INVESTMENT ADVISORS LLC located in Boston, Massachusetts.

Catherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Catherine has worked at 2 firms and has passed the Series 65 exam.

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 Catherine M Kennedy's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

August 15, 2018 - Present

BIRCH HILL INVESTMENT ADVISORS LLC

Office #1: One International Place Suite 770, Boston, MA 02110

RIA

CRD#: 143750

BOSTON, MA

Past

November 17, 2010 - January 25, 2018

PRIO WEALTH LP

RIA

CRD#: 105058

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BIRCH HILL INVESTMENT ADVISORS LLC

CRD#: 143750 / SEC#: 801-67818

RIA

Registered Investment Advisory firm - (4/23/2007 Approved)

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

Massachusetts
(8/15/2018)

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 65

Date: 11/15/2010

Uniform Investment Adviser Law Examination

Current Firm

BIRCH HILL INVESTMENT ADVISORS LLC

CRD#: 143750 / SEC#: 801-67818

RIA

Registered Investment Advisory firm - (4/23/2007 Approved)

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Contact information

Main Address

One International Place Suite 770, Boston, MA 02110

Mailing Address

Phone number

(617) 502-8300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BIRCH HILL ADV PART 2 (2/28/2025)

Regulatory assets under management

Total Number of Accounts	1,346
AUM (Assets Under Management)	$ 2,654,299,125

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/22/2025	Cover Page	Report
07/01/2024	Cover Page	Report
11/09/2023	Cover Page	Report
11/28/2022	Cover Page	Report

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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Catherine M. Kennedy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Catherine M Kennedy's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIRCH HILL INVESTMENT ADVISORS LLC

PRIO WEALTH LP

Primary Firm SEC Registration

BIRCH HILL INVESTMENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2010

Current Firm

BIRCH HILL INVESTMENT ADVISORS LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BIRCH HILL INVESTMENT ADVISORS LLC

TRUST BUT VERIFY

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