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Kevin Jay McEnerney

Truvestments Capital LLC

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About Kevin Jay McEnerney

Kevin McEnerney is a financial advisor who has been in the industry since 1982. Kevin McEnerney holds the Series 7, 63, and 65 licenses. Kevin McEnerney is currently registered with Truvestments Capital LLC and is licensed to conduct business in Florida and Kansas. Kevin McEnerney has previously worked at Legacy Financial Services, Inc., Amsouth Investment Services, Inc., SunTrust Securities, Inc., Paine Webber Incorporated, Oppenheimer & Co., Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kevin McEnerney specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Kevin McEnerney is currently registered with Truvestments Capital LLC. Truvestments Capital LLC is an investment advisor based in Sarasota, Florida. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Truvestments Capital LLC manages over $362 million in assets for its clients.
Truvestments Capital LLC

5391 LAKEWOOD RANCH BLVD N

SARASOTA, FL 34240

$362.69M

Assets Under Management

Not reported

Total Clients

10

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 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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Kevin McEnerney’s Registration & Firm History

FL

03/20/2020 - Present

Truvestments Capital LLC (Vero Beach FL)

CA

12/04/2003 - 04/01/2005

LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)

AL

05/24/2001 - 02/18/2003

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

GA

12/19/2000 - 05/04/2001

SUNTRUST SECURITIES, INC. (ATLANTA GA)

NJ

05/27/1987 - 02/04/1999

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NA

06/18/1985 - 03/21/1987

OPPENHEIMER & CO., INC.

NA

09/23/1982 - 07/12/1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

IA

Issued 08/07/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/14/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kevin Jay McEnerney. Review regulatory record here.
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