Investment adviser representative · Real Financial Planning, LLC
Sally A. Kennedy
CRD 6193701 · Guilford, CT
At a glance
Sally A. Kennedy is an investment adviser representative with Real Financial Planning, LLC in Guilford, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sally’s SEC record dates to 2013, about 13 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Real Financial Planning, LLCSince July 2013Guilford, CT · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Sally’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
- Locked
- 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
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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.