Kevin
Tiernan

Durbin Bennett Private Wealth Management, LLC

CRD#4498857
Investment Advisor
in Austin, TX

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About this Advisor

Kevin Tiernan is a financial advisor operating in Austin, Texas who has 1 year of industry experience. Tiernan is on the advisory team at Durbin Bennett Private Wealth Management, LLC. Over the course of their career, Tiernan has held roles at Blackrock Investments Management, LLC, Dimensional Fund Advisors Lp and Durbin Bennett Private Wealth Management LLC. Tiernan maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Louisiana, New York, Oregon and Texas. Durbin Bennett Private Wealth Management, LLC is a financial advisory firm that has its headquarters in Austin, TX. It oversees $1 billion in assets across its 1,477 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises three charities and foundations. Of its 1,477 client accounts, 75% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically depend on which service is provided. However, fee types billed by Durbin Bennett Private Wealth Management, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1601 South Mo Pac Expressway Suite 125D
Austin, TX 78746

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Durbin Bennett Private Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,429,423,495

TX Average: $3,042,739,679
Total Number of Employees

20

TX Average: 49
Total Number of Accounts

1,477

TX Average: 2,315
Average Account Size

$967,788

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Kevin Tiernan Work History

Kevin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Durbin Bennett Private Wealth Management LLC

2015 - 2022 (7 years)

Dimensional Fund Advisors Lp

2010 - 2015 (5 years)

Blackrock Investments Management, LLC

*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 Tiernan 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 Durbin Bennett Private Wealth Management, LLC

Cherry Phan
Austin, TX
Daniel Kaufman
Austin, TX
Angela Smith
Austin, TX
Kathryn Brown
Austin, TX
Bianca Aryal
Austin, TX
Elizabeth Richards
Austin, TX
Tylor Seaman
Austin, TX
Mark Johnson
Austin, TX

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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