Patrick Kennedy
Investment adviser representative at Gms Group
19 yearsExperience
1 stateRegistered in
$19.8MFirm assets
3 yearsFirm in business
Are you Patrick Kennedy? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Gms GroupJul 2010 to now
- The Gms Group, L.L.C.Mar 2007 to now
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Gms Group
Legal name: The Gms Group, LLC
$19.8MAssets managed
1Clients
6Advisers
3 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
- 4903475
- Firm CRD
- 8000