Peter James Kennedy
Investment adviser representative at Integrated Advisors Network LLC
10 yearsExperience
1 stateRegistered in
$5.5BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- All Source Investment ManagementMar 2026 to now
- Integrated Advisors Network LLCMar 2026 to now
- Talcott Financial GroupAug 2024 to Feb 2026
- The Hanover Insurance GroupSep 2022 to Aug 2024
- State of Connecticut Retirement Plans and Trust FundsMay 2020 to Sep 2022
- MassmutualNov 2018 to May 2020
- Ss&c TechnologiesJun 2017 to Nov 2018
- Monolith Data SystemsJan 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CT).
Integrated Advisors Network LLC
$5.5BAssets managed
7,612Clients
79Advisers
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
- 8238976
- Firm CRD
- 171991