Kevin Myers is a CFA, CFP-designated registered investment advisor at Private Advisor Group, LLC, based in New Rochelle, NY, with 24 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
56 Harrison St Ste 203, New Rochelle, NY, 10801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is involved with Flynn Financial Partners and Private Advisor Group, providing investment advisory services. He also has a business entity, Mosaic Wealth Management, for tax and accounting purposes, and is associated with Sage Insurance Partners, although the nature of this last relationship is truncated in the provided text.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
J.P. Morgan Securities LLCBroker
UBS Securities LLCBroker
State Registrations12 states
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