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Daniel Patrick Kennelly

Foreside Fund Services, LLC

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About Daniel Patrick Kennelly

Daniel Kennelly is a financial advisor currently registered with Foreside Fund Services, LLC. Daniel has been active in the industry since 2011 and holds the Series 63, Series 7 and SIE licenses. Daniel has been registered in 31 states. Daniel was previously registered with Abbey Capital (US) LLC, AIG Capital Services, Inc., Maxim Group LLC, and Newbridge Securities Corporation.

Firm Information

Daniel Kennelly is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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.

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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Daniel Kennelly’s Registration & Firm History

NY

01/02/2018 - Present

Foreside Fund Services, LLC (New York NY)

NY

11/02/2017 - 12/31/2017

ABBEY CAPITAL (US) LLC (NEW YORK NY)

NJ

03/23/2015 - 10/30/2017

AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)

NY

09/26/2011 - 03/20/2015

MAXIM GROUP LLC (NEW YORK NY)

NY

04/14/2011 - 09/26/2011

NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/26/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Patrick Kennelly.
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