Kevin Fahy
Kevin Fahy is a registered investment advisor at Silver Oak Securities, INC., based in Pittsford, NY, with 7 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B 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% |
The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.
Fee Estimator
Location
10 Office Parkway, Suite 200, Pittsford, NY, 14534
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 is an advisory representative at Bright Futures Wealth Management LLC and a financial advisor/partner at Rochester Wealth Partners, dedicating full-time hours to these roles. He also works as an insurance agent selling life, annuities, and Medicare, and holds positions as president of Notable Networks and a notary public, requiring minimal time commitments.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Bright Futures Wealth Management, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Pruco Securities, LLC.Broker
State Registrations7 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
More Advisors
- Gregory HalsteadSilver Oak Securities, INC.
- Stephen Mitchell, CFAAlesco Advisors, LLC, an Esl Company
- Kelly Olczak, CFPLynnleigh & Company, LLC
- Thomas Affleck, CFPWealth Enhancement Advisory Services, LLC
- Gregory Rahmlow, CFP, ChFCWells Fargo Advisors
- Catherine Arnold, CFPFlower City Capital LLC