Tyler
Kennedy

Vaughan And Company Securities, Inc

CRD#7137935
Investment Advisor
in Ridgewood, NJ

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About this Advisor

Tyler Kennedy is a financial advisor working out of Ridgewood, New Jersey with a total of 2 years of relevant experience. Kennedy is an employee of Vaughan And Company Securities, Inc. Over the course of their career, Kennedy has held roles at Wyckoff School District, Stop And Shop, Blue Moon Mexican Cafe, Vaughan And Co. Securities, Inc, Vaughan And Company Securities, Inc and Concord Apparel Company, LLC. Kennedy has a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in New Jersey. Vaughan And Company Securities, Inc is a business that has its headquarters in Ridgewood, NJ. It manages $226 million in assets between its 479 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 479 customer accounts, 70% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advisory services largely depend on which service is offered. Fees charged by Vaughan And Company Securities, Inc likely are comprised of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

68 Passaic Street
Ridgewood, NJ 07450-9901

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Vaughan And Company Securities, Inc Brokerage Details

Total Assets Under Management

$226,000,000

NJ Average: $10,121,009,343
Total Number of Employees

6

NJ Average: 92
Total Number of Accounts

479

NJ Average: 6,978
Average Account Size

$471,816

NJ Average: $1,450,417

Investment Advisory Services

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

Tyler Kennedy Work History

Tyler has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Vaughan And Company Securities, Inc

2019 - 2021 (2 years)

Vaughan And Co. Securities, Inc

2018 - 2019 (1 year)

Concord Apparel Company, LLC

2016 - 2019 (3 years)

Blue Moon Mexican Cafe

2014 - 2016 (2 years)

Stop And Shop

2011 - 2014 (3 years)

Wyckoff School District

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tyler Kennedy 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 Vaughan And Company Securities, Inc

Tyler Kennedy
Ridgewood, NJ
James Vaughan
Ridgewood, NJ
Kevin Leeds
Ridgewood, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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