Kevin
Spelman

Planmember Securities Corporation

CRD#2167773
Investment Advisor
in Farmingville, NY

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About this Advisor

Kevin Spelman is a financial advisor working out of Farmingville, New York with 2 years of industry experience. Spelman works at Planmember Securities Corporation. Over the course of their career, they have held roles at Planmember Securities Corporation, Dowling College, Sunnyhome LLC, C+H LLC, M+K LLC and Mutual Inc. Spelman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in New York. Planmember Securities Corporation is a registered investment company that has its headquarters in Carpinteria, CA. It has offices in 350 locations and a total of 459 employees. It controls $8 billion in total assets among its 67,968 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 14 charities and foundations. Of its 67,968 customer accounts, just 1% are held by high-net-worth individuals who have more than $1 million in investable assets. Planmember Securities Corporation provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically are based on which services are offered. However, fees charged by Planmember Securities Corporation likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2410 North Ocean Avenue, Suite 401
Farmingville, NY 11738

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

NY Average: $7,578,581,321
Total Number of Employees

459

NY Average: 43
Total Number of Accounts

67,968

NY Average: 3,727
Average Account Size

$110,789

NY Average: $2,033,427

Investment Advisory Services

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

Kevin Spelman Work History

Kevin has been registered as a financial advisor for 2 years.*

2010 - Present (14 years)

Planmember Securities Corporation

2009 - Present (15 years)

Sunnyhome LLC

2009 - Present (15 years)

C+H LLC

2009 - Present (15 years)

M+K LLC

1991 - Present (33 years)

Mutual Inc

2010 - 2017 (7 years)

Dowling College

*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 Spelman 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 Planmember Securities Corporation

Texanna Stallwitz
Carpinteria, CA
Darin Leong
Mililani, HI
John Italiano
Irvington, NY
Keeley Atterbury
Carlsbad, CA
Salleh Beitollahi
Agoura Hills, CA
Lauren Thomas
Horseshoe Bay, TX
Jeffrey Lovegren
Carpinteria, CA
Michael George
Carpinteria, CA

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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