Alexa Comey

KENNEDY INVESTMENT GROUP

West Deptford, NJ 08086

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CRD#: 7196987

Professional summary

Alexa Comey, who also goes by Alexa Leigh Comey, is a registered financial advisor currently at KENNEDY INVESTMENT GROUP located in West Deptford, New Jersey.

Alexa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Alexa has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alexa Leigh Comey

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.

Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexa Comey'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®

None

Experience

Current

October 3, 2022 - Present

KENNEDY INVESTMENT GROUP

Office #1: 196 Delaware Street, West Deptford, NJ 08086

RIA

CRD#: 322605

West Deptford, NJ

Past

December 2, 2021 - October 13, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

West Deptford, NJ

Past

December 2, 2021 - October 13, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

WEST DEPTFORD, NJ

Past

April 27, 2021 - November 12, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

PLYMOUTH MEETING, PA

Past

April 16, 2021 - November 12, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

PLYMOUTH MEETING, PA

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".

KENNEDY INVESTMENT GROUP

KENNEDY INVESTMENT GROUP | KENNEDY INVESTMENT GROUP, INC.

CRD#: 322605 / SEC#: 801-126404

RIA

Registered Investment Advisory firm - (11/10/2022 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

New Jersey
(10/3/2022)

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: 1/19/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/16/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/22/2020

Securities Industry Essentials Examination

Current Firm

KENNEDY INVESTMENT GROUP

KENNEDY INVESTMENT GROUP | KENNEDY INVESTMENT GROUP, INC.

CRD#: 322605 / SEC#: 801-126404

RIA

Registered Investment Advisory firm - (11/10/2022 Approved)

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Contact information

Main Address

196 Delaware Street, West Deptford, NJ 08086

Mailing Address

Phone number

(856) 853-0400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KIG DISCLOSURE BROCHURE (1/31/2025)

Regulatory assets under management

Total Number of Accounts	2,519
AUM (Assets Under Management)	$ 545,415,103

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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Advisor Monitoring

Firm Stability Insights

Alexa Comey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexa Comey's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

KENNEDY INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 1/19/2021

Series 7TO

Date: 4/16/2021

SIE

Date: 1/22/2020

Current Firm

KENNEDY INVESTMENT GROUP

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KENNEDY INVESTMENT GROUP

TRUST BUT VERIFY

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