Kevin Cantwell
Kevin Cantwell is a registered investment advisor at Planmember Securities Corporation, based in Farmingville, NY, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
2410 North Ocean Avenue, Suite 401, Farmingville, NY, 11738
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 →Other Business ActivitiesSells Insurance
Kevin works as a representative at Mutual Inc providing financial, insurance sales, services, and tax preparation, dedicating about half of his time. Kevin also works as an insurance broker, dedicating about 10-20% of his time.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Vanderbilt Securities, LLCBroker
Securities Management & Research, INC.Broker
American Portfolios Financial Services, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations34 states
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