Brian David Kennedy

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 09/2017
  Cetera Advisors, Llc
  Denver, CO
• 09/2017 → 01/2022
  Commonwealth Financial Network
  Waltham, MA
• 01/2022 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 01/2022 → Present
  Ccr Wealth Management
  Westborough, MA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-09-22 → 2022-01-03
  Commonwealth Financial Network
  Waltham, MA
• 2016-05-16 → 2017-09-22
  Cetera Advisors Llc
  Westborough, MA
• 2011-03-14 → 2016-05-02
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. NAME OF OTHER BUSINESS: CCR WEALTH MANAGEMENT INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2007-02-08

Designations

• Certified Financial Planner