Kirk
Kashevaroff

Mackay Shields LLC

CRD#2304202
Investment Advisor
in New York, NY

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About this Advisor

Kirk Kashevaroff is a financial advisor based in New York, New York, working with Mackay Shields LLC. Kirk has previously held positions at Mackay-Shields and Nylife Distributors LLC. Kirk has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Kirk is part of Mackay Shields LLC, which operates out of New York, New York. The firm has 3 offices and 223 employees. The firm manages assets totaling $139.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and publication of newsletters. The fee structure at Mackay Shields LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

9 West 57Th Street
New York, NY 10019

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Mackay Shields LLC Brokerage Details

Total Assets Under Management

$139,122,317,215

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

223

NY Average: 88
Total Number of Accounts

365

NY Average: 3,892
Average Account Size

$381,157,033

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

Kirk Kashevaroff Work History

2003 - Present (21 years)

Nylife Distributors LLC

1996 - Present (28 years)

Mackay-Shields

Disclosures

Please visit the SEC profile of Kirk Kashevaroff 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 Mackay Shields LLC

Hume Najdawi
Princeton, NJ
Bruno Machado
New York, NY
Eric Snyder
New York, NY
Jeffrey Anderson
New York, NY
Beth Griper
New York, NY
Rene Bustamante
New York, NY
Kirk Kashevaroff
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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