Kevin McEnerney, financial advisor Melbourne FL

Kevin McEnerney

CRD Number: 1052957
Current Firm: The Mcenerney Group

Kevin McEnerney (CRD# 1052957) is an Investment Advisor Representative working at The Mcenerney Group in Melbourne, FL and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Truvestments Capital, LLC Sarasota, FL Feb 2020 - Current 2
Lynch Tax Advisory Group Vero Beach, FL May 2013 - Current 9
The Mcenerney Group, LLC Melbourne, FL Nov 2006 - Current 15
Kjd Investments LLC Winter Park, FL Jul 2005 - Current 17
Mcenerney Tax Advisory Group Melbourne, FL Feb 2003 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1984
S65 NASAA Investment Advisors Law Examination Aug 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kevin J. McEnerney
Phone Number: 321-259-9335
Registered State(s):
  • FL
  • KS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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