Kevin
Keating

Mill Creek Capital Advisors, LLC

CRD#4451398
Investment Advisor
in Conshohocken, PA

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About this Advisor

Kevin Keating is a chartered financial analyst based out of Conshohocken, Pennsylvania with a total of 13 years of relevant experience. Keating is an employee of Mill Creek Capital Advisors, LLC. They have worked at Mill Creek Capital Advisors, Llc for the entirety of their career. Keating holds a Series 63 license, qualifying them as a securities agent, and is approved to operate in Pennsylvania. Mill Creek Capital Advisors, LLC is an advisory firm operating out of Conshohocken, PA. The firm has offices in two locations and a total of 39 people on staff. It controls $8 billion in total assets among its 385 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 49 charities and foundations. Of its 385 client accounts, 76% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Mill Creek Capital Advisors, LLC provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which service is offered. However, fees charged by Mill Creek Capital Advisors, LLC can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

13 years

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, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

161 Washington Street Suite 1500
Conshohocken, PA 19428

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Mill Creek Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$7,876,358,125

PA Average: $15,833,994,310
Total Number of Employees

39

PA Average: 41
Total Number of Accounts

385

PA Average: 3,342
Average Account Size

$20,458,073

PA Average: $4,737,880

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
  • Pension consulting services
  • Selection of other advisers

Kevin Keating Work History

Kevin has been registered as a financial advisor for 13 years.*

2009 - Present (15 years)

Mill Creek Capital Advisors, LLC

*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 Keating 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 Mill Creek Capital Advisors, LLC

Ryan Campbell
Conshohocken, PA
Katie Poole
Conshohocken, PA
Ann Finnerty
Conshohocken, PA
Jennifer Davis
Conshohocken, PA
Jaclyn Shaughnessy
Conshohocken, PA
Samuel Mcfall
Conshohocken, PA
Brian Maxwell
Conshohocken, PA
Nora Wentzler
Conshohocken, PA

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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