Investment adviser representative · Williams Jones Wealth Management, LLC
Patrick M. Kenny
CRD 6412780 · New York, NY
At a glance
Patrick M. Kenny is an investment adviser representative with Williams Jones Wealth Management, LLC in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Patrick’s SEC record dates to 2016, about 10 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Williams Jones Wealth Management, LLCSince August 2025New York, NY · $12B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Patrick’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.