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Kevin C Kenney

Knights OF Columbus Asset Advisors LLC

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About Kevin C Kenney

Kevin Kenney is a Registered Investment Advisor (RIA) representative of Knights of Columbus Asset Advisors LLC, a firm with offices in Highland Village, TX and New Haven, CT. Kevin has been in the financial services industry since 1991, and has held positions at firms such as Lincoln Financial Advisors Corporation and MetLife Securities Inc. Kevin is a Series 6 and Series 63 licensed individual with experience in investment company products, variable contracts, and state securities law. Kevin also provides advisory services to individuals, businesses, and pooled investment vehicles, including pension consulting, selection of other advisors, and portfolio management. In addition to his work with Knights of Columbus Asset Advisors LLC, Kevin is also a field agent for Knights of Columbus Insurance, selling life, disability, long term care, and fixed retirement annuities.

Firm Information

Kevin Kenney is currently registered with Knights OF Columbus Asset Advisors LLC. Knights OF Columbus Asset Advisors LLC is an investment advisory firm located in NEW HAVEN, CT. They offer portfolio management services to individuals, investment companies, pooled investment vehicles, and businesses. The firm also provides pension consulting and selection of other advisers services. They manage a total of $27.24 billion in assets for 3,799 clients. They are registered with the SEC and have a SEC number of 801-80844.
Knights OF Columbus Asset Advisors LLC

ONE COLUMBUS PLAZA

NEW HAVEN, CT 06510

$27.24B

Assets Under Management

Not reported

Total Clients

197

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Kevin Kenney’s Registration & Firm History

TX

09/28/2021 - Present

Knights OF Columbus Asset Advisors LLC (Highland Village TX)

NA

09/01/1992 - 09/27/1994

LINCOLN FINANCIAL ADVISORS CORPORATION

NA

09/01/1992 - 09/27/1994

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

NA

07/18/1991 - 09/14/1992

METLIFE SECURITIES INC.

NA

07/18/1991 - 09/14/1992

METROPOLITAN LIFE INSURANCE COMPANY

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Licenses & Designations

IA

Issued 09/28/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/14/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin C Kenney.
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