Kevin Michael Pendergast

Employer firm

Brownson, Rehmus & Foxworth, Inc. CRD 110608

$4.79B regulatory AUM 3 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:

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

Current Employers

Employment History

• 01/2014 → Present
  The Ayco Company, L.P./Mercer Allied
  Deerfield, IL

Previous Registrations

• 2014-11-14 → 2015-10-02
  Goldman Sachs Wealth Services, L.P.
  Deerfield, IL

Other Businesses

MERCER ALLIED COMPANY, L.P. IS AN AFFILIATE OF THE AYCO COMPANY, L.P. AYCO PROVIDES FINANCIAL COUNSELING SERVICES, WHICH TYPICALLY INCLUDE ESTATE, INSURANCE, INVESTMENT AND INCOME TAX PLANNING AND IMPLEMENTATION. MY POSITION WITH AYCO ALSO INCLUDES RENDERING TAX AND OTHER FINANCIAL ADVICE.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-10