Patrick Kenny, financial advisor Jupiter FL

Patrick Kenny

CRD Number: 6041117
Current Firm: Mml Investors Services, LLC

Patrick Kenny (CRD# 6041117) is an Investment Advisor Representative working at Mml Investors Services, LLC in Jupiter, FL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Jupiter, FL Mar 2017 - Current 7
Massmutual Life Insurance Co Jupiter, FL Jul 2016 - Current 7
Metlife Securities Warwick, RI Mar 2012 - Mar 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Patrick M. Kenny
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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Data verified by both the advisor and the public regulatory data.

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