Unclaimed
Evan Kenagy is a Registered Investment Advisor Representative in the state of Connecticut and has been in the financial services industry for over 14 years. Evan Kenagy is affiliated with Colchester Investment Counsel LLC which is located in Ridgefield, Connecticut. The firm's primary focus is providing financial planning and portfolio management services to individuals and charitable organizations. Evan Kenagy has a Series 65 license and holds the designation of Certified Financial Planner.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CT
04/04/2021 - Present
Colchester Investment Counsel LLC (Ridgefield CT)
IA
Issued 03/15/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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