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Eron Stephanie Kennedy

FORTHRIGHT PARTNERSTM
Reno, NV
·CRD# 6164581·7 years experience

Professional Summary

Eron Stephanie Kennedy, who also goes by Eron Stephanie Bitz, Eron Kennedy, Eron Stephanie Kennedy, is a registered financial advisor currently at FORTHRIGHT PARTNERSTM located in Reno, Nevada. Eron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Eron has worked at 2 firms and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eron Stephanie Bitz, Eron Kennedy, Eron Stephanie Kennedy

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

7 years in the financial services industry

Current & Past Employments

FORTHRIGHT PARTNERSTM·CRD# 317358
RIA
Reno, NV
November 17, 2023 - Present
TRIDENT CAPITAL ADVISORS, LLC·CRD# 305177
RIA
Reno, NV
July 12, 2021 - September 21, 2022

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Current Firm

FP
FORTHRIGHT PARTNERSTM

DEVAN WYSON DBA: FORTHRIGHT PARTNERS | IRONFORGE LLC DBA FORTHRIGHT PARTNERS | FORTHRIGHT PARTNERSTM | DEVAN WYSON DBA: FORTHRIGHT PARTNERSTM

CRD#: 317358
Nevada
Registered Investment Advisory firm - Nevada (1/27/2022 Approved)
Texas
Registered Investment Advisory firm - Texas (2/3/2025 Conditional Restricted)

Contact Information

Main Address

Las Vegas, NV

Phone Number

(702) 688-2540

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

11

AUM (Assets Under Management)

$1,360,000

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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.

1/2023 - Premier Trust (not investment-related) - 5474 Longley Lane, Suite 200, Reno Nv 89511. Trust officer - I discuss trust services with clients, advisors and attorneys. 40 hours per week.

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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.
IAR
Nevada
(11/17/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2021About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2018About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Eron Stephanie Kennedy's CRS (Customer Relationship Summary).

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