Charles William Kenny

Employer firm

Wbh Advisory, Inc. CRD 105289

$1.74B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 07/2023 → Present
  Wbh Advisory, Inc.
  Baltimore, MD
• 05/2022 → 08/2022
  Consero
  Bethesda, MD
• 10/2013 → 05/2019
  Boys' Latin School Of Maryland
  Baltimore, MD
• 08/2019 → 05/2023
  University Of Maryland
  College Park, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-03