Patrick Michael Kenny
Investment adviser representative at Williams Jones Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$12.5BFirm 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.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Williams Jones Wealth Management, LLCAug 2025 to now
- UBS Finanancial Services Inc.Mar 2016 to Jul 2025
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Williams Jones Wealth Management, LLC
$12.5BAssets managed
1,754Clients
21Advisers
7 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
- 6412780
- Firm CRD
- 301925