Kevin Glavin (CRD# 4324956) is an Investment Advisor Representative working at Blackrock Investment Management, LLC in Ponte Vedra Beach, FL and has over 23 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blackrock | Chicago, IL | May 2017 - Current | 6 |
| Blackrock Investments, LLC | Chicago, IL | May 2017 - Current | 6 |
| Henderson Global Investors | Orange Park, FL | Jul 2009 - May 2017 | 7 |
| Foreside Fund Services, LLC | Orange Park, FL | Jul 2009 - May 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2001 |
- FL
- NJ
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Total Assets Under Management458,192MILLIONS
-
Total Number of Accounts46,332ACCOUNTS
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Average Account Value$9,889,310
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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