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Kevin Vasilik

Raymond James Financial Services Advisors, INC
29 Years of Experience
Bohemia, NY
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Kevin Vasilik is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bohemia, NY, with 29 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3880 Veterans Memorial Highway, Suite 203, Bohemia, NY, 11716

Get directions

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 2013
Denied
Customer Dispute
April 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kevin works as an insurance broker and agent, focusing on life, accident, and health insurance sales and maintenance since 1996. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2025 - Present · 1 yr 7 mos
Raymond James Financial Services Advisors, INC
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Ameriprise Financial Services, LLC
April 2021 - March 2025 · 3 yrs 11 mos
Ameriprise Financial Services, INC.
July 2016 - December 2017 · 1 yr 5 mos
Ameriprise Financial Services, LLCBroker
October 2014 - March 2025 · 10 yrs 5 mos
Equity Services, INC.Broker
May 1997 - November 2014 · 17 yrs 6 mos
State Registrations20 states
ALCACTDCDEFLGAILMAMINCNHNJNVNYOHORPASCVA
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.
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