Kevin
Leeds
Vaughan And Company Securities, Inc
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Vaughan And Company Securities, Inc Brokerage Details
$226,000,000
6
479
$471,816
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.*
Vaughan And Company Securities, Inc
Kevin A. Leeds Cpa Pc
St. Peters'S College
Kevin L. Leeds, Cpa,Pc
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
Ridgewood, NJ
Ridgewood, NJ
Ridgewood, NJ
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