Kevin
Leeds

Vaughan And Company Securities, Inc

CRD#3270436
Investment Advisor
in Ridgewood, NJ

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About this Advisor

Kevin Leeds is a financial advisor working out of Ridgewood, New Jersey who has 1 year of relevant experience. Leeds is on the advisory team at Vaughan And Company Securities, Inc. During their career, the advisor has held roles at Kevin L. Leeds, Cpa, Pc, St. Peters'S College, St Peters Un, Kevin A. Leeds Cpa Pc and Vaughan And Company Securities, Inc. Leeds has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to advise clients in New Jersey. Vaughan And Company Securities, Inc is an advisory business headquartered in Ridgewood, NJ. It has $226 million in assets under management among its 479 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 479 client accounts, 70% belong to high-net-worth investors who have at least $1 million in investable assets. Vaughan And Company Securities, Inc has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management largely depend on the type of services. However, fees charged by Vaughan And Company Securities, Inc can include asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

68 Passaic Street
Ridgewood, NJ 07450-9901

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Vaughan And Company Securities, Inc Brokerage Details

Total Assets Under Management

$226,000,000

NJ Average: $10,121,009,343
Total Number of Employees

6

NJ Average: 92
Total Number of Accounts

479

NJ Average: 6,978
Average Account Size

$471,816

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Kevin Leeds Work History

Kevin has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Vaughan And Company Securities, Inc

1984 - Present (40 years)

Kevin A. Leeds Cpa Pc

1981 - Present (43 years)

St. Peters'S College

1980 - Present (44 years)

Kevin L. Leeds, Cpa,Pc

1981 - 2020 (39 years)

St Peters Un

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kevin Leeds 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 Vaughan And Company Securities, Inc

Tyler Kennedy
Ridgewood, NJ
James Vaughan
Ridgewood, NJ
Kevin Leeds
Ridgewood, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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