Kevin Settler (CRD# 6174159) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Southbury, CT and has over 7 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Danbury, CT | Apr 2023 - Current | 1 |
| Kestra Investment Services Inc. | Danbury, CT | Aug 2022 - Current | 1 |
| Lpl Financial LLC | Elmsford, NY | Sep 2021 - Aug 2022 | < 1 |
| Michael S. Settler, Cpa, Pc | Elmsford, NY | Sep 2021 - Aug 2022 | < 1 |
| Sher-del Transfer | Brooklyn, NY | Oct 2020 - Sep 2021 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford, CT | Dec 2019 - Sep 2021 | 1 |
| Jp Morgan Securities LLC | Cross River, NY | May 2016 - Nov 2019 | 3 |
| Jpmorgan Chase Bank | Mount Kisco, NY | May 2016 - Nov 2019 | 3 |
| Jpmorgan Chase Bank | Boca Raton, FL | May 2016 - Nov 2019 | 3 |
| People's United Bank | Newburgh, NY | Jan 2015 - May 2016 | 1 |
| Gnc | Garnerville, NY | Jul 2013 - Dec 2014 | 1 |
| Town Sports Intl. Holdings | Nanuet, NY | Feb 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2016 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- CT
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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