Kevin Dehond, financial advisor Goshen NY

Kevin Dehond

CRD Number: 4979100
Current Firm: Hudson Valley Investment Advisors, Inc.

Kevin Dehond (CRD# 4979100) is an Investment Advisor Representative working at Hudson Valley Investment Advisors, Inc. in Goshen, NY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Hudson Valey Investment Advisors, Inc. Goshen, NY Jan 2023 - Current 1
Affinity Bst Advisors, LLC Albany, NY Oct 2021 - Jan 2023 1
The Affinity Group / Mml Investors Services, LLC Latham, NY Apr 2019 - Oct 2021 2
Massmutual Life Insurance Co Latham, NY Apr 2019 - Aug 2021 2
Wilmington Trust / M&t Bank Fishkill, NY Aug 2013 - Apr 2019 5
M&t Securities, Inc. Fishkill, NY Aug 2013 - Mar 2019 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kevin P. Dehond
Phone Number: 845-294-6127
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    1,405
    MILLIONS
  • Total Number of Accounts
    2,047
    ACCOUNTS
  • Average Account Value
    $686,300
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CO, CT, FL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, VT

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