Mark Joseph Kennedy
Investment Adviser Representative at HD Money, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mark Joseph Kennedy is an investment adviser representative in Sarasota, FL, currently registered with HD Money, Inc. and Monorail Securities LLC. They have worked in the securities industry since 1986 and have been registered with 10 firms, including Viewtrade Securities, Inc. and Matrix Capital Group, Inc. They have passed 10 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Monorail SecuritiesJan 2018 – no end date reportedSarasota, FL
- ViewTrade Securities, Inc.Mar 2020 – Oct 2022Boca Raton, FL
- Northeast Arbitrage LtdMar 2000 – Jan 2018Sarasota, FL
- HD Money, Inc.Jan 2022 – no end date reportedSarasota, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About HD Money, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
- Estimated blended rate
- 0.04
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, investment planning, estate and legacy planning, tax mitigation, long-term care planning, and insurance planning.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Sarasota, FL
- Founded:
- 2004
- SEC file number:
- 801-125764
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at HD Money, Inc.
6 other advisors in the directory
Similar advisors in Sarasota, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Joseph Kennedy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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