KM
KM

Kevin Meszaros

22 Years of Experience
Runnemede, NJ
Broker

Kevin Meszaros is a registered investment advisor at Cetera Investment Advisers LLC, based in Runnemede, NJ, with 22 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

733 North Black Horse Pike, Runnemede, NJ, 08078

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kevin is involved in numerous business activities, including tax and accounting practices, property management, a CPA firm, a financial advisory firm (KBM Financial Advisers), real estate rental, and a needlepoint supply business. He dedicates a significant amount of time to these ventures, including full-time hours to his CPA firms and about a quarter of his time to KBM Financial Advisers.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2007 - Present · 19 yrs 6 mos
Cetera Financial Specialists LLC
October 2005 - Present · 20 yrs 9 mos
Cetera Financial Specialists LLCBroker
October 2005 - Present · 20 yrs 9 mos
Previous Registrations
C. J. M. Planning CORP.Broker
July 2003 - October 2005 · 2 yrs 3 mos
State Registrations1 state
NJ
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.