KM
Kendall T. Maccagnan
OFF THE BAY WEALTH
TAMPA, FL
CRD#: 8170167
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KM
Kendall Taylor MaccagnanOFF THE BAY WEALTH
Professional summary
Kendall Taylor Maccagnan is a registered financial advisor currently at OFF THE BAY WEALTH LLC located in Tampa, Florida.
Kendall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Kendall has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kendall Taylor Maccagnan'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®
NoneExperience
Current
February 6, 2026 - Present
OFF THE BAY WEALTH LLC
RIA
CRD#: 338970
TAMPA, FL
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
Florida(2/6/2026)
Current Firm
OT
OFF THE BAY WEALTH LLC
OFF THE BAY WEALTH LLC
CRD#: 338970 / SEC#:
Florida
Registered Investment Advisory firm - (2/6/2026 Approved)Loading...
Contact information
Main Address
Tampa, FL
Mailing Address
Phone number
(720) 236-8937
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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