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Evan Neil Kenagy

Colchester Investment Counsel LLC

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About Evan Neil Kenagy

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.

Firm Information

Evan Kenagy is currently registered with Colchester Investment Counsel LLC. Colchester Investment Counsel LLC is an investment advisor registered with the SEC. It provides portfolio management for individuals and has approximately $107.6 million in regulatory assets under management. The firm is headquartered in Ridgefield, CT.
Colchester Investment Counsel LLC

440 MAIN STREET

RIDGEFIELD, CT 06877

$107.59M

Assets Under Management

Not reported

Total Clients

2

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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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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percentage of assets

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

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Evan Kenagy’s Registration & Firm History

CT

04/04/2021 - Present

Colchester Investment Counsel LLC (Ridgefield CT)

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Licenses & Designations

IA

Issued 03/15/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Evan Neil Kenagy.
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