Patrick M Kennedy
Financial advisor at Integrated Advisors Network LLC
Last updated 2026-10-10
Claim your profilePatrick M Kennedy is a financial advisor at Integrated Advisors Network LLC, CRD 6573677. Licenses and exams on the registration: Series 66. IAPD registration began 2016-01-28.
Registration
- CRD number
- 6573677
- Registration status
- Active
- IAPD registration
- 2016-01-28
- Industry Experience
- 10 years
- Work Experience
- 10 years
- States registered
- CT, RI
Licenses and exams
- Series 66
Work history
- 2015-11 to 2021-01 · Morgan Stanley · West Hartford, CT
- 2016-01 to 2021-01 · Morgan Stanley Private Bank, National Association · New York, NY
- 2021-01 to Present · Integrated Advisors Network, LLC · Dallas, TX
- 2021-01 to Present · All Source Investment Management · Hartford, CT
Current employment
- Integrated Advisors Network LLC · Dallas, TX
Integrated Advisors Network LLC
- Regulatory AUM
- $5,522,561,843
- Registered advisors
- 79
- Offices
- 63
- Clients per advisor
- 96.4 (Moderate)
- Average AUM per client
- $725.5K (Low)
- High-net-worth client ratio
- 8.6% (Low)
Integrated Advisors Network LLC: advisors, services and reported ETF investments
About
Patrick M Kennedy is a financial advisor at Integrated Advisors Network LLC. Reported securities licenses include Series 66. The latest record indicates 10 years of industry experience and 10 years of reported work history. Reported roles include All Source Investment Management, Morgan Stanley Private Bank, National Association, Morgan Stanley.
SEC disclosures list additional business and community activities: 1: 2.
Integrated Advisors Network LLC's firm-level Form ADV reports 79 advisors across 63 offices; approximately 96.4 clients per advisor, average assets per client of $725,507, and regulatory AUM of $5.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $1.2B across 307 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Patrick M Kennedy personally.
Reported ETF positions
Integrated Advisors Network reports 307 ETF positions worth $1.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $117.9M |
| SPY — SPDR S&P 500 ETF TRUST | $69M |
| QQQ — Invesco QQQ Trust, Series 1 | $35.4M |
| ACWX — iShares MSCI ACWI ex U.S. ETF | $35.1M |
| BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $33.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Integrated Advisors Network's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $1.2M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $8.1M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $5.3M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $1.4M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Integrated Advisors Network LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Adviser to Any Private Fund
Contact
The firm's filed contact details.
Official record
Are you Patrick M Kennedy?
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