Ryan Patrick Kenney
Investment adviser representative at Oak Harvest Investment Services
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
7 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Oak Harvest Investment ServicesJan 2020 to now
- Boys and Girls Country of HoustonJun 2019 to now
- Rice UniversityNov 2018 to Mar 2019
- University of HoustonAug 2015 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Oak Harvest Investment Services
Legal name: Oak Harvest Investment Services, LLC
$1.1BAssets managed
978Clients
19Advisers
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
- 7226953
- Firm CRD
- 173293