Kevin Myers is a CFA, CFP-designated registered investment advisor at Private Advisor Group, LLC, based in New Rochelle, NY, with 25 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B 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 | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
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.
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 Activities
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 LLCBroker
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
J.P. Morgan Securities LLCBroker
UBS Securities LLCBroker
State Registrations12 states
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
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