Jeffrey Scott Kinney
Investment adviser representative at Cantor Fitzgerald Investment Advisors
11 yearsExperience
2 statesRegistered in
$3.2BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cantor Fitzgerald Investment Advisors LPMay 2023 to now
- Cantor Fitzgerald & Co.May 2023 to now
- Cantor Fitzgerald Investment Adviors LPMay 2023 to Nov 2025
- Garden LeaveJan 2023 to Apr 2023
- Realto Securities, LLCJan 2021 to Dec 2022
- Wish Life ConsultingJan 2020 to Jan 2021
- Patrick Capital Markets, LLCMay 2019 to Dec 2019
- Rising Star DistributorsApr 2019 to Dec 2019
- UnemployedAug 2018 to Apr 2019
- Cantor Fitzgerald & Co.Dec 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Cantor Fitzgerald Investment Advisors
Legal name: Cantor Fitzgerald Investment Advisors, L.P.
$3.2BAssets managed
1,295Clients
26Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2377428
- Firm CRD
- 159296