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Aaron John Kennon

Clear Harbor Asset Management, LLC

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About Aaron John Kennon

Aaron Kennon is an investment advisor representative at Clear Harbor Asset Management, LLC. Aaron has over 20 years of experience in the financial services industry. Prior to joining Clear Harbor Asset Management, LLC, Aaron was an investment advisor representative at INGALLS & SNYDER, LLC, RBC CAPITAL MARKETS CORPORATION and CITIGROUP GLOBAL MARKETS INC.. Aaron is a Series 7 and Series 63 licensed professional. Aaron is a Registered Investment Advisor in Connecticut.

Firm Information

Aaron Kennon is currently registered with Clear Harbor Asset Management, LLC. Clear Harbor Asset Management, LLC is an investment advisor located in Stamford, Connecticut. They provide financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. The firm manages approximately $1.46 billion in assets for high-net-worth individuals, charitable organizations, corporations, pooled investment vehicles, and pension and profit sharing plans.
Clear Harbor Asset Management, LLC

263 TRESSER BLVD.

STAMFORD, CT 06901

$1.46B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Aaron Kennon’s Registration & Firm History

CT

07/14/2020 - Present

Clear Harbor Asset Management, LLC (STAMFORD CT)

NY

01/02/2008 - 12/15/2009

INGALLS & SNYDER, LLC (NEW YORK NY)

NY

01/06/2006 - 10/05/2007

RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)

NY

06/30/1999 - 05/27/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/26/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron John Kennon.
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