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Michael Daniel Kenney

Family Management Corp.

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About Michael Daniel Kenney

Michael Daniel Kenney is a registered investment advisor representative with Family Management Corp. Michael has been in the financial industry since April 21, 2001. Prior to joining Family Management Corp., Michael was employed with C. L. King & Associates, Inc. and Needham & Company, Inc.. Michael specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors.

Firm Information

Michael Kenney is currently registered with Family Management Corp.. Family Management Corp. is an investment advisor headquartered in New York, NY. They manage approximately $3.61 billion in assets, primarily for high-net-worth individuals, insurance companies, and charitable organizations. They provide a range of advisory services, including financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. They also serve as the general partner to investment funds that are exempt from registration under the Investment Advisers Act of 1940. The firm has 4 licensed agents and 10 investment advisor representatives.
Family Management Corp.

155 E. 44TH STREET

NEW YORK, NY 10017

$3.61B

Assets Under Management

Not reported

Total Clients

8

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.

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serves as general partner to investment funds that are exempt from registration under the investment advisers act 1940.

Serves as general partner to investment funds that are exempt from registration under the investment advisers act 1940.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Michael Kenney’s Registration & Firm History

NY

08/20/2021 - Present

Family Management Corp. (NEW YORK NY)

NJ

01/24/2005 - 08/22/2018

C. L. KING & ASSOCIATES, INC. (HOBOKEN NJ)

NY

04/09/2001 - 01/18/2005

NEEDHAM & COMPANY, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2009

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2005

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/06/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Daniel Kenney.
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