Kenny
Avenil

Latitude Advisors, LLC

CRD#4585750
Investment Advisor
in Matawan, NJ

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About this Advisor

Kenny Avenil is a financial advisor based in Matawan, New Jersey, working with Latitude Advisors, LLC. Kenny has previously held positions at Kenny Avenil, Cpa, P.C, Gwn Securities Inc, and Latitude Advisors, LLC. Kenny has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Kenny is part of Latitude Advisors, LLC, which operates out of Matawan, New Jersey. The firm has 25 offices and 74 employees. The firm manages assets totaling $340.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Latitude Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1075 Route 34 Suite E 2Nd Floor
Matawan, NJ 07747

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Latitude Advisors, LLC Brokerage Details

Total Assets Under Management

$340,392,000

Total Number of Employees

74

Total Number of Accounts

1,710

Average Account Size

$199,060

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Kenny Avenil Work History

2016 - Present (9 years)

Latitude Advisors, LLC

2010 - Present (15 years)

Gwn Securities Inc

1997 - 2022 (25 years)

Kenny Avenil, Cpa, P.C

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kenny Avenil to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Latitude Advisors, LLC

Tyler Seiferheld
Allentown, PA
Timothy Davis
Vero Beach, FL
Stuart Lasky
Northbrook, IL
Craig Perkins
Schaumburg, IL
Michele Hansen
Vero Beach, FL
Mathew Carrion
Astoria, NY
Donald Sturniolo
Vero Beach, FL
John Bivens
Yorkville, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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