Thomas Francis Kennedy
Investment adviser representative at Alteris Capital Partners, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$139.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Alteris Capital Partners, LLCApr 2025 to now
- Commonwealth Financial NetworkApr 2018 to Apr 2025
- Global Wealth Advisors, LLCApr 2018 to Apr 2025
- Prudential Investment Management Services LLCJan 2011 to Apr 2018
- Th Prudential Insurance Company of AmericaJan 2011 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Alteris Capital Partners, LLC
$139.5MAssets managed
88Clients
2Advisers
1 yearIn 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
- 5163601
- Firm CRD
- 335079