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Kevin Kynoch
42 Years of Experience
New York, NY
3 DisclosuresBrokerSells Insurance
Kevin Kynoch is a registered investment advisor at Cetera Investment Advisers LLC, based in New York, NY, with 42 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
1430 Broadway, 9th Fl, New York, NY, 10018
Get directionsHistory
Regulatory History (3)
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Judgment / Lien
June 2013Judgment / Lien
October 2009Judgment / Lien
January 2009Other Business ActivitiesSells Insurance
Kevin works as an agent/broker for Allied Wealth Partners, focusing on fixed insurance sales since 2014. This activity requires a few hours per week and is not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
June 2021 - August 2023 · 2 yrs 2 mos
Securian Financial Services, INC.Broker
December 2014 - August 2023 · 8 yrs 8 mos
New England Securities Corporation
January 2002 - November 2014 · 12 yrs 10 mos
New England SecuritiesBroker
November 1983 - November 2014 · 31 yrs
State Registrations6 states
CTFLMDNYOHPA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.