Brian
Mckevitt

Aegis Capital Corp

CRD#2446307
Investment Advisor
in Hackettstown, NJ

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About this Advisor

Brian Mckevitt is a financial advisor based in Hackettstown, New Jersey, working with Aegis Capital Corp. Brian has previously held a position at Aegis Capital Corp. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey, New York, and North Carolina. Currently, Brian is part of Aegis Capital Corp, which operates out of Hackettstown, New Jersey. The firm has 20 offices and 257 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Aegis Capital Corp includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Hackettstown, NJ

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Aegis Capital Corp Brokerage Details

Total Assets Under Management

$1,282,090,691

NJ Average: $7,464,549,021
Total Number of Employees

257

NJ Average: 88
Total Number of Accounts

2,479

NJ Average: 3,892
Average Account Size

$517,181

NJ Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Brian Mckevitt Work History

2010 - Present (15 years)

Aegis Capital Corp

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brian Mckevitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aegis Capital Corp

Charles Rosen
Northbrook, IL
James Wright
New York, NY
Glenn Glazer
New York, NY
Samuel Tenzer
Hillsdale, NJ
Zachary Nedell
Westport, CT
Joseph Yi
Melville, NY
Adam Lorraine
Lighthouse Point, FL
Felix Fuertes
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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