Kevin Caron
Kevin Caron is a CFA-designated registered investment advisor at Washington Crossing Advisors LLC, based in Morristown, NJ, with 32 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,476 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCA's fees are a portion of what clients pay to the wrap sponsor, dual contract platform, or model firm. WCA negotiates its fees with these entities, not directly with the investing client. The fees WCA receives may vary. Fees for the WCA unit investment trust are in the fund's prospectus.
Location
305 Madison Avenue, Suite 200, Morristown, NJ, 07960
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Washington Crossing Advisors LLC
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Ryan Beck & CO.
Ryan Beck & CO.Broker
Gruntal & CO., L.L.C.Broker
State Registrations26 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.