BK
BK

Bruce Kennedy

17 Years of Experience
Tinton Falls, NJ
2 DisclosuresBroker

Bruce Kennedy is a registered investment advisor at Raymond James & Associates, INC., based in Tinton Falls, NJ, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

766 Shrewsbury Ave, West Building, Suite W200, Tinton Falls, NJ, 07724

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History

Regulatory History (2)
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Employment Separation After Allegations
August 2025
Customer Dispute
March 2021
Denied
Other Business Activities

Bruce is the sole proprietor/owner of Stoney Hill Properties LLC, a real estate venture, and a partner in PALM GREY SPIRITS LLC, a wholesale/distribution business. He spends minimal time on each of these activities outside of business hours.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2025 - Present · 8 mos
Raymond James & Associates, INC.Broker
September 2025 - Present · 8 mos
Previous Registrations
Morgan Stanley
January 2019 - August 2025 · 6 yrs 7 mos
Morgan StanleyBroker
June 2009 - August 2025 · 16 yrs 2 mos
Citigroup Global Markets INC.Broker
March 2008 - June 2009 · 1 yr 3 mos
State Registrations19 states
CACOCTDEFLGAHIILMIMNNCNJNYPARISCTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.