Patrick Kennedy (CRD# 6573677) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Hartford, CT and has over 8 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Advisors Network, LLC | Palos Verdes Estates, CA | Jan 2021 - Current | 3 |
| All Source Investment Management | Hartford, CT | Jan 2021 - Current | 3 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2016 - Jan 2021 | 5 |
| Morgan Stanley | West Hartford, CT | Nov 2015 - Jan 2021 | 5 |
| Travelers | Hartford, CT | Oct 2014 - Oct 2015 | 1 |
| Cigna | Bloomfield, CT | Jul 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- CT
-
Total Assets Under Management4,215MILLIONS
-
Total Number of Accounts11,998ACCOUNTS
-
Average Account Value$351,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
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