Ryan Kennis, financial advisor Tarrytown NY

Ryan Kennis

CRD Number: 4578018
Current Firm: Clarfeld

Ryan Kennis (CRD# 4578018) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 18 years of experience in the finance industry. Ryan Kennis 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.

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Professional Designations
Company Name Location Dates Years
Clarfeld Financial Advisors, LLC Tarrytown, NY Sep 2019 - Current 1
Citizens Bank Pittsburgh, PA Jun 2019 - Current 1
Pnc Pittsburgh, PA Jan 2016 - Jun 2019 3
Pnc Pittsburgh, PA Apr 2010 - Dec 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
Contact Info for Ryan M. Kennis
Phone Number: 914-846-0100
Firm Website: http://www.clarfeld.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    4,575
    MILLIONS
  • Total Number of Accounts
    3,064
    ACCOUNTS
  • Average Account Value
    $1,493,173
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA

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