Mark Kennedy
Mark Kennedy is a registered investment advisor at Hd Money, INC., based in Sarasota, FL, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 471 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HD Money uses sub-advisers to manage client investments. HD Money clients pay a maximum of 1% of their portfolio per quarter, billed in advance. The sub-adviser fees do not increase the client's advisory fee, as HD Money pays the sub-adviser from its fees.
Location
3322 Bee Ridge Road, Suite 200, Sarasota, FL, 34239
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2002Other Business Activities
Mark is the Chief Investment Officer (CIO) for both Monorail Securities and HD Money, both fee-based Registered Investment Advisors. These activities are investment-related.
Employment History
Current Registrations
Hd Money, INC.
Monorail Securities LLC
Previous Registrations
Viewtrade Securities, INC.Broker
Matrix Capital Group, INC.Broker
Fox Chase Capital Partners, LLCBroker
Fieldpoint Private Securities, LLCBroker
Cantor Fitzgerald & CO.Broker
Dillon, Read & CO. INC.Broker
Susquehanna Brokerage Services, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations1 state
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.