Patrick
Kennedy
Gms Group
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About this Advisor
Patrick Kennedy is a financial advisor working in Houston, Texas who has 13 years of relevant experience. Kennedy currently works for Gms Group. They have spent all of their career at Gms Group. Kennedy maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey. Gms Group is a registered investment business that has its headquarters in East Hanover, NJ. The firm has a total of 15 people on staff. It administers $132 million in assets among its five client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Gms Group offers a set of services, such as portfolio management for institutional clients and selection of other advisers. Fees for financial management usually are based on which services are provided. Fees billed by Gms Group typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gms Group Brokerage Details
$132,112,103
15
5
$26,422,421
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Patrick Kennedy Work History
Patrick has been registered as a financial advisor for 13 years.*
The Gms Group, L.L.C
*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 Patrick 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 Gms Group
Jersey City, NJ
East Hanover, NJ
Jersey City, NJ
Houston, TX
Boca Raton, FL
Jersey City, NJ
Jersey City, NJ
East Hanover, NJ
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