Kevin Cleary is a registered investment advisor at Wells Fargo Advisors, based in Melville, NY, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
401 Broadhollow Rd, Melville, NY, 11747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is involved in several investment-related activities, including rental properties, profit participation in businesses, ownership in LLCs, and acting as a trustee. He dedicates a full-time effort to Cleary Securities Inc.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
State Registrations34 states
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