Kevin Mehltretter, financial advisor Getzville NY
88 score

Kevin Mehltretter

CRD Number: 6301600
Current Firm: Legend Advisory Corporation

Kevin Mehltretter (CRD# 6301600) is an Investment Advisor Representative working at Legend Advisory Corporation in Getzville, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Legend Advisory Corporation Palm Beach Gardens, FL Aug 2014 - Current 2
Legend Equities Corporation Palm Beach Gardens, FL Feb 2014 - Current 2
Ribeye Zeus Buffalo, NY Jul 2012 - Current 4
Eight Zero Eight Of Wny Buffalo, NY Nov 2012 - Apr 2013 < 1
Sand's Marketing Buffalo, NY Oct 2012 - Mar 2013 < 1
The Cheesecake Factory Cheektowaga, NY Mar 2009 - Nov 2012 3
City Grill Buffalo, NY May 2008 - Feb 2010 1
Best Buy Amherst, NY Sep 2007 - May 2008 < 1
Currents Bistro Grand Island, NY Sep 2006 - Sep 2007 1
Fuccillo Chevrolet Grand Island, NY May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Kevin Mehltretter
Phone Number: (866) 774-8671
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    2,105
    MILLIONS
  • Total Number of Accounts
    29,775
    ACCOUNTS
  • Average Account Value
    $70,710
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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