Kevin Kimery has been Managing Member of Kimery Wealth Management since June 2017, is a control person of the firm and directly owns 75% or more of it.
Kimery Wealth Management, LLC is a Memphis, TN firm with $555M under management, 471 clients and 6 advisers in one office, as of its September 2026 filing.
Kevin Kimery’s longest registration is the current one, 9 years at Kimery Wealth Management since 2017. Before joining Kimery Wealth Management in 2017, Kevin Kimery was registered through Morgan Stanley and Citigroup Global Markets Inc.
- – present · 9 yearsMemphis, TN · Adviser representative · Firm CRD 288229
- Morgan Stanley– · 8 yearsMemphis, TN · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 3 yearsMemphis, TN · Adviser representative · Firm CRD 7059
- Merrill Lynch Pierce Fenner & Smith Inc.– · 2 yearsGermantown, TN · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Kevin Kimery is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in June 2017.
- TennesseeSince 19 June 2017
- TexasResidentSince 19 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 25 June 2004 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 August 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 July 2002 |
| Series 3 | National Commodity Futures Examination | 2 September 1993 |
| Series 7 | General Securities Representative Examination | 25 August 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Dale Kimery
- CRD
- 1385946
- Firm
- Kimery Wealth Management · CRD 288229
- Role
- Managing Member
- Office
- 6410 Poplar Avenue, Suite 100, Memphis, TN 38119
- Registration
- Investment adviser registration
- In the industry since
- February 1996
- Disciplinary history
- Not yet shown here · SEC record
Where does Kevin Kimery work?
Kevin Kimery has been Managing Member of Kimery Wealth Management, LLC since June 2017, and is a control person of the firm.
Is Kevin Kimery a financial advisor?
Yes. Kevin Kimery has a current investment-adviser registration in Tennessee and Texas, through Kimery Wealth Management since June 2017.
How many years of experience does Kevin Kimery have?
Kevin Kimery has 30 years in the financial industry, since February 1996, across 4 adviser firms.
What exams has Kevin Kimery passed?
Kevin Kimery has passed 5 licensing exams: the Series 7, Series 3, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in August 1993. FINRA credited Kevin Kimery with the SIE, which began in October 2018.
Where did Kevin Kimery work before Kimery Wealth Management?
Before Kimery Wealth Management, Kevin Kimery was registered through Morgan Stanley, June 2009 to June 2017; Citigroup Global Markets Inc., June 2005 to June 2009; Merrill Lynch Pierce Fenner & Smith Inc., November 2002 to June 2005.
Where is Kevin Kimery based?
Kevin Kimery’s registered office is in Memphis, TN.
Is Kevin Kimery registered with FINRA?
No. Kevin Kimery has no current broker registration.
How can I verify Kevin Kimery’s record?
Search CRD 1385946 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Kimery’s full registration record.