Kevin Hines is a registered investment advisor, based in Saratoga Springs, NY, with 14 years of industry experience.
Location
321 Broadway, Saratoga Springs, NY, 12866
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cp Client Solutions LLCBroker
November 2025 - Present · 10 mos
Cerity Partners LLC
July 2025 - Present · 1 yr 2 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
January 2021 - August 2025 · 4 yrs 7 mos
Goldman Sachs Wealth Services, L.P.
November 2013 - August 2025 · 11 yrs 9 mos
Mercer Allied Company, L.P.Broker
November 2011 - January 2021 · 9 yrs 2 mos
State Registrations1 state
NY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.