Unclaimed Profile

Kevin Michael Winters

FLATROCK WEALTH PARTNERS LLC·NEWPORT BEACH, California

Clean recordFLATROCK WEALTH PARTNERS LLC

1301 DOVE STREET, NEWPORT BEACH, CA 92660CRD# 3277677Firm CRD# 321777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Michael Winters · NEWPORT BEACH, CA

Registration

CRD #3277677 · FLATROCK WEALTH PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin Michael Winters is a registered financial advisor based in NEWPORT BEACH, California, affiliated with FLATROCK WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Kevin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kevin is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

FLATROCK WEALTH PARTNERS LLC

AUM

$115M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FLATROCK WEALTH PARTNERS LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3277677

Firm CRD# 321777

View on FINRA BrokerCheck →

Looking for a financial advisor in NEWPORT BEACH?

Browse all registered financial advisors in NEWPORT BEACH, California or claim this profile if it's yours.

Browse NEWPORT BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kevin Michael Winters offer?

Kevin Michael Winters specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEWPORT BEACH, California for a consultation.

What are Kevin Michael Winters's credentials?

Kevin Michael Winters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Michael Winters located?

Kevin Michael Winters is based in NEWPORT BEACH, California, working with FLATROCK WEALTH PARTNERS LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Kevin Michael Winters charge for services?

Kevin Michael Winters's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FLATROCK WEALTH PARTNERS LLC?

FLATROCK WEALTH PARTNERS LLC has approximately 3 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →