Shawn Kenney
Shawn Kenney is a registered investment advisor at B. Riley Wealth Advisors, INC., based in Chapin, SC, with 38 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 17,372 clients with $7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B. Riley Wealth Advisors offers investment management through various programs. The Advisor-as-Portfolio Manager (APM) program allows your advisor to manage your account, potentially using outside managers. You'll pay an annual fee based on the value of your portfolio, which is negotiable up to a maximum. Transaction fees may be included or billed separately.
Third-Party Managed Programs are also available, utilizing the Envestnet platform. These programs also charge an annual fee based on the value of your portfolio, not exceeding 2.75%, which is negotiable. These programs may also be wrap fee programs.
Other third-party managed programs are available through Brinker, SEI, and AssetMark, with minimums starting at $500,000 for Brinker.
Location
520 Columbia Avenue, Chapin, SC, 29036
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2016Other Business Activities
Shawn is involved with Kenney Capital Management, LLC, an investment-related business operating as a DBA for financial securities through B. Riley Wealth Management since 2016. This activity takes nearly full-time hours during securities trading hours.
Employment History
Current Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth Management
B. Riley Wealth ManagementBroker
Previous Registrations
B Riley Wealth Management
Wunderlich Securities, INC.
StephensBroker
Stephens
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities IncorporatedBroker
Wachovia Securities, INC.Broker
Dean Witter Reynolds INC.Broker
Morgan Keegan & Company, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.