Kevin Graf, financial advisor Covington KY
90 score

Kevin Graf

CRD Number: 6087176
Current Firm: Strategic Advisers, Inc.

Kevin Graf (CRD# 6087176) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Covington, KY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Covington, KY Jun 2012 - Current 4
Springleaf Financial Services Cincinnati, OH Oct 2011 - Jun 2012 < 1
Mainsource Bank Brookville, IN Sep 2010 - Sep 2011 1
Indiana University Lawrenceburg, IN Aug 2010 - Aug 2011 1
Penn Station East Coast Subs Harrison, OH Jun 2006 - Sep 2010 4
Ivy Tech Community College Lawrenceburg, IN Aug 2007 - May 2010 2
East Central High School Brookville, IN Aug 2003 - May 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Kevin T. Graf
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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