Mark S. Kenney
Professional summary
Mark Stewart Kenney, CFP®, who also goes by Mark S Kenney, Mark Kenney, is a registered financial advisor currently at SHP WEALTH MANAGEMENT, LLC located in Plymouth, Massachusetts.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Mark has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Stewart Kenney's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
April 12, 2017 - Present
SHP WEALTH MANAGEMENT, LLC
Office #1: 225 Water St Suite C210, Plymouth, MA 02360March 21, 2011 - February 21, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 21, 2011 - February 21, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 19, 2010 - February 17, 2011
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
SHP WEALTH MANAGEMENT, LLC
CRD#: 174697 / SEC#: 801-108679
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/12/2017)
Exams
Current Firm
SHP WEALTH MANAGEMENT, LLC
CRD#: 174697 / SEC#: 801-108679
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,093 |
| AUM (Assets Under Management) | $ 1,496,875,252 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
SHP WEALTH MANAGEMENT, LLC
CRD#: 174697Plymouth, MA 02360TRUST BUT VERIFY
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