Kenneth Lloyd Mcquay
Investment adviser representative at Hergenroeder Financial Advisors, Inc.
12 yearsExperience
1 stateRegistered in
$304.5MFirm assets
11 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
Experience
12 years in the industry.
- Hergenroeder Financial Advisors, Inc.May 2026 to now
- LPL Financial LLCApr 2026 to now
- Bank of America, N.A.Jan 2023 to Apr 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Apr 2026
- Equitable Advisors, LLCAug 2022 to Sep 2022
- UnemployedMay 2022 to Jul 2022
- Alley Oops MidtownJun 2020 to Aug 2021
- 85-n-sunnyMay 2020 to Jul 2020
- Concettas Main Street BistroMay 2019 to May 2020
- University of Maryland- College ParkAug 2018 to May 2022
- Frank's PizzaApr 2018 to Aug 2018
- Dunkin DonutsFeb 2018 to Mar 2018
- Gaver Tree FarmSep 2017 to Nov 2018
- Adventure Park USAApr 2016 to Sep 2017
- Linganore High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
Hergenroeder Financial Advisors, Inc.
$304.5MAssets managed
421Clients
4Advisers
11 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
- 7606492
- Firm CRD
- 121278