SK
ChFC
SK
ChFC

Scott Kehoe

56 Years of Experience
Westbrook, ME
BrokerSells Insurance

Scott Kehoe is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Westbrook, ME, with 56 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

45 Bridgton Road, Westbrook, ME, 04092

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Scott serves as a trustee for the Martin Murphy trust, providing guidance on trust matters, dedicating minimal time. Scott also brokers other insurance products when client needs cannot be met through Guardian, spending a few hours per week.

Employment History
Current Registrations
Park Avenue Securities LLC
January 2008 - Present · 18 yrs 4 mos
Park Avenue Securities LLCBroker
December 2000 - Present · 25 yrs 5 mos
Previous Registrations
Berkshire Equity Sales, INC.Broker
July 1997 - January 2001 · 3 yrs 6 mos
Washington Square Securities, INC.Broker
March 1990 - July 1997 · 7 yrs 4 mos
Royal Alliance Associates, INC.Broker
November 1989 - December 1989 · 1 mo
Integrated Resources Equity CorporationBroker
September 1984 - November 1989 · 5 yrs 2 mos
Paul Revere Equity Sales Company (the)Broker
December 1969 - March 1978 · 8 yrs 3 mos
The Paul Revere Variable Annuity Insurance CompanyBroker
December 1969 - August 1984 · 14 yrs 8 mos
State Registrations8 states
CTFLKYMAMENHNVWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.