Kevin Delaney
Advisor at KD Wealth Management LLC — Hampton, NH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
18 years
Location
Hampton, NH 03842
KD Wealth Management LLC
Independent
Total advisors
1Clients per advisor
30 HighAvg AUM per client
$333,333 LowHNW client ratio
50% HighKevin Delaney is a financial advisor with KD Wealth Management LLC in Hampton, NH. He holds the Series 63 and Series 66 designations and has 18 years of industry experience. Prior to founding KD Wealth Management in 2020, he worked at Apollo Financial Group and Fidelity Investments. KD Wealth Management provides personalized investment management and financial planning to individuals, high-net-worth clients, and businesses. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental analysis, and offers services including third-party manager selection and portfolio supervision.
Based on KD Wealth Management LLC
$2,400 to $3,600 depending on complexity and needs
$0 - $250,000: 1% $250,001 - $500,000: 0.9% $500,001+: 0.8%
$200 to $700 per month depending on complexity and needs
Hampton, NH
11 Thornton St
Hampton NH 03842
Advisors at this office
1
Louisiana · New Hampshire
18 years of industry experience
KD Wealth Management, LLC
2020 - Present • 6 years
Manchester, NH
Apollo Financial Group
2019 - 2020 • 1 year
Hudson, NH
Apollo Financial Group, LLC
2019 - 2020 • 1 year
Hudson, NH
Fidelity Personal and Workplace Advisors
2018 - 2019 • 1 year
Boston, MA
Fidelity Investments
2007 - 2019 • 12 years
Merrimack, NH
FIDELITY INVESTMENTS
2007 - 2019 • 12 years
Merrimack, NH
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