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Brian Mckevitt

Aegis Capital CORP.
29 Years of Experience
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Aegis Capital CORP.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
1,733 clients
Average Client Portfolio
$826K average
Assets Under Management
$1.4B

Fee Structure

Location

Hackettstown, NJ

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2004
Settled
Customer Dispute
July 2000
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian sells Medicare supplement insurance and prescription drug plans, dedicating about 10-20% of his time. He also works for Insure Call, Inc. and ACC Agency, Inc. offering Medicare health insurance products and submitting insurance policies, respectively, dedicating a few hours per week to each.

Employment History
Current Registrations
Aegis Capital CORP.
March 2010 - Present · 15 yrs 11 mos
Aegis Capital CORP.
March 2010 - Present · 15 yrs 11 mos
Aegis Capital CORP.Broker
March 2010 - Present · 15 yrs 11 mos
Previous Registrations
Gunnallen Financial, INC
April 2004 - March 2010 · 5 yrs 11 mos
Gunnallen Financial, INCBroker
February 2004 - March 2010 · 6 yrs 1 mo
Morgan Stanley
July 2002 - February 2004 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
November 1996 - February 2004 · 7 yrs 3 mos
State Registrations8 states
AZCAGAMANCNJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.