Kevin Moree
Kevin Moree is a registered investment advisor at Osaic Wealth, INC., based in Stuart, FL, with 41 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
850 NW Federal Hwy, Suite 189, Stuart, FL, 34994
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2018Other Business ActivitiesSells Insurance
Kevin owns Moree Wealth Management & Investment Services, Inc. and is a partner at Cornerstone Private Advisors, dedicating nearly full-time hours to the latter. He also acts as an agent for Moree Wealth Management, selling life insurance and fixed annuities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
Great Western Financial Securities CorporationBroker
Mutual Service CorporationBroker
Lowry Financial Services CorporationBroker
Cigna Securities, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.