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Ryan Kennedy

Kevin Kennedy, LLC

San Diego, CA

CRD 7410970

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Employer firm

Kevin Kennedy, LLC CRD 133193

169 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kevin Kennedy, Llc

1516 Oak Street Suite 101, Alameda, CA 94501 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-11-28
  • CA RA
    APPROVED
    Since 2023-11-28

Branch Locations

San Diego, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kevin Kennedy, Llc Alameda CA 03/2023 Present
Northwestern Mutual La Jolla CA 01/2022 02/2023
Danielle Stanton Inc La Mesa CA 07/2021 11/2021
Nextgen Financial Planning San Diego CA 03/2020 02/2021
Kevin Kennedy, Llc Alameda CA 06/2018 08/2019
Alameda Theater And Cineplex Alameda CA 06/2016 01/2018
San Diego State University San Diego CA 08/2017 06/2021
Encinal High School Encina CA 09/2013 06/2017
  • 03/2023 → Present
    Kevin Kennedy, Llc
    Alameda, CA
  • 01/2022 → 02/2023
    Northwestern Mutual
    La Jolla, CA
  • 07/2021 → 11/2021
    Danielle Stanton Inc
    La Mesa, CA
  • 03/2020 → 02/2021
    Nextgen Financial Planning
    San Diego, CA
  • 06/2018 → 08/2019
    Kevin Kennedy, Llc
    Alameda, CA
  • 06/2016 → 01/2018
    Alameda Theater And Cineplex
    Alameda, CA
  • 08/2017 → 06/2021
    San Diego State University
    San Diego, CA
  • 09/2013 → 06/2017
    Encinal High School
    Encina, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-22
  • S65 Uniform Investment Adviser Law Examination
    2023-11-22
Other Names
  • Ryan Alexander Kennedy

View on SEC IAPD

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