Kevin
Kenny

Toews Corporation

CRD#4599352
Investment Advisor
in New York, NY

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About this Advisor

Kevin Kenny is a financial advisor who works in New York, New York with a total of 7 years of relevant experience. Kenny currently works for Toews Corporation. Throughout their career, Kenny has worked at E*Trade Securities LLC, Salesforce.Com, E*Trade Capital Management LLC, Northern Lights Distributors, LLC and Toews Corporation. Kenny maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey. Toews Corporation is an advisory business that has its headquarters in Northfield, NJ. The investment advisory business has a total of 22 advisors. It administers $1 billion in total assets between its 246 client accounts, placing it among the larger firms in the United States by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 246 client accounts, just 8% belong to high-net-worth individuals who have more than $1 million in assets. Toews Corporation provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and educational seminars. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fees charged by Toews Corporation typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

900 Broadway
New York, NY 10003

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Toews Corporation Brokerage Details

Total Assets Under Management

$1,143,381,908

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

22

NY Average: 92
Total Number of Accounts

246

NY Average: 6,978
Average Account Size

$4,647,894

NY Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Kevin Kenny Work History

Kevin has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Northern Lights Distributors, LLC

2015 - Present (9 years)

Toews Corporation

2014 - 2015 (1 year)

E*Trade Securities LLC

2014 - 2015 (1 year)

E*Trade Capital Management LLC

2013 - 2014 (1 year)

Salesforce.Com

*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 Kevin Kenny 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 Toews Corporation

Kevin Kenny
New York, NY
Harold Clemons
Northfield, NJ
Yu Jin Kim
Northfield, NJ
Gregory Brunck
New York, NY
Joshua Glazer
Arlington Heights, IL
Donald Jordan
Mobile, AL
Kenneth Ward
Northfield, NJ
Patrick Sullivan
Northfield, 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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