Kevin
Kimery
Kimery Wealth Management, LLC
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About this Advisor
Kevin Kimery is a financial advisor based in Memphis, Tennessee, working with Kimery Wealth Management, LLC. Kevin has previously held positions at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, and Kimery Wealth Management, LLC. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee and Texas. Currently, Kevin is part of Kimery Wealth Management, LLC, which operates out of Memphis, Tennessee. The firm has 9 employees and manages assets totaling $329.0 million. The firm serves a variety of clients, including high-net-worth individuals. 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 Kimery Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kimery Wealth Management, LLC Brokerage Details
$329,000,000
9
1,468
$224,114
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kevin Kimery Work History
Kimery Wealth Management, LLC
Morgan Stanley Smith Barney
Morgan Stanley Private Bank, National Association
Citigroup Global Markets Inc
Disclosures
Please visit the SEC profile of Kevin Kimery 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 Kimery Wealth Management, LLC
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
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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