Kevin Karpay, financial advisor Tampa FL

Kevin Karpay

CRD Number: 7177731
Current Firm: Robert W. Baird & Company Incorporated

Kevin Karpay (CRD# 7177731) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Tampa, FL and has 1 year of experience in the finance industry.

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Econologics Financial Advisors
Company Name Location Dates Years
Robert W. Baird & Company Tampa, FL Jul 2021 - Current < 1
Unemployed Richmond, VA Apr 2021 - Jul 2021 < 1
Northwestern Mutual Richmond, VA Oct 2019 - Mar 2021 1
Richmond Window Company Richmond, VA May 2019 - Sep 2019 < 1
Cogeo Richmond, VA Oct 2018 - Mar 2019 < 1
Unemployed Richmond, VA May 2018 - Sep 2018 < 1
The Office Of Congresswoman Kathy Castor Washington, DC Jan 2010 - May 2018 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Kevin D. Karpay
Phone Number: 414-765-3500
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    275,840
    MILLIONS
  • Total Number of Accounts
    272,742
    ACCOUNTS
  • Average Account Value
    $1,011,359
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, VI, VT, WA, WI, WV, WY

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