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Timothy Peter Fontaine

Investment adviser representative at Kershner, Grosso & Co.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$825.5MFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

15 years in the industry.

  1. Kershner, Grosso & Co.Sep 2019 to now
  2. The Adirondack Trust CompanyAug 2018 to Aug 2019
  3. Ascent Wealth Partners, LLCSep 2011 to Aug 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (NY).

Kershner, Grosso & Co.

Legal name: Kennerman Associate Inc

$825.5MAssets managed
570Clients
1Advisers
40 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
5641302
Firm CRD
105696
Advisor's SEC record (opens in a new tab)
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