Kathleen Kennedy, financial advisor Rockville MD

Kathleen Kennedy

CRD Number: 6763708
Current Firm: Grove Point Advisors, LLC

Kathleen Kennedy (CRD# 6763708) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Grove Point Advisors, LLC Rockville, MD Apr 2021 - Current < 1
Grove Point Investments, LLC Rockville, MD Aug 2020 - Current 1
Ameriprise Financial Services, Inc. Wilmington, DE Mar 2017 - Aug 2020 3
Orth Financial Group Wilmington, DE Mar 2017 - Mar 2017 < 1
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Aesys Technologies, LLC York, PA Aug 2012 - May 2016 3
Panalmatic East, Inc. New Castle, DE Jun 2014 - Dec 2014 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Kathleen A. Kennedy
Phone Number: 301-944-5900
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,980
    MILLIONS
  • Total Number of Accounts
    7,230
    ACCOUNTS
  • Average Account Value
    $273,792
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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