Stephen Vincent Kenney

Employer firm

Gray Private Wealth, LLC CRD 128547

$541M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 10/2002 → 01/2017
  Scs Capital Management Llc
  Waltham, MA
• 01/2019 → 09/2020
  Boston Financial Management Llc
  Boston, MA
• 02/2017 → 12/2018
  Perago Partners, Llc
  Concord, MA
• 09/2020 → 12/2022
  Perago Partners Llc
  Boston, MA
• 01/2023 → Present
  Gray Private Wealth Llc
  Canton, MA

Previous Registrations

• 2019-01-08 → 2020-10-20
  Boston Financial Management Llc
  Boston, MA
• 2005-03-08 → 2017-01-10
  Scs Capital Management Llc
  Waltham, MA
  Boston, MA

Other Businesses

The Name of the Other Business: Cabot Wellington, LLC; Investment-Related Business; 22 Batterymarch Street, Boston, MA, 02108; Nature of Business: Private Family Investment Office; Position: Investment Committee Co-Chair; Start Date: 09/2017; Number of Hours per Month: 1.5; Number of Hours per Month Devoted During Security Trading Hours: 1.5; Nature of Duties: Advise Board of Directors on Investment Matters

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Steve Kenney
• Stephen Vincent Kenney
• Stephen V. Kenney