Kevin Donnelly (CRD# 1314811) is an Investment Advisor Representative working at Pendragon Capital Management, Inc. in Fishkill, NY and has over 39 years of experience in the finance industry. Kevin Donnelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5727035
J.p. Morgan Securities LLC
CRD# 6053461
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pendragon Capital Management, Inc. | Fishkill, NY | Jul 2022 - Current | 1 |
| Brokerageselect | New York, NY | Dec 2002 - Current | 21 |
| Kj Donnelly Planning LLC | New York, NY | Aug 1992 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1984 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- NY
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Total Assets Under Management37MILLIONS
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Total Number of Accounts100ACCOUNTS
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Average Account Value$374,000
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, FL, ID, NY, PA, TX
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