Unclaimed Profile

Kevin Andrew Mccreadie

AGF INVESTMENTS LLC·BOSTON, Massachusetts

Clean recordAGF INVESTMENTS LLC

99 HIGH STREET, BOSTON, MA 02110CRD# 3084500Firm CRD# 153781

Profile Verification

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

Identity

Kevin Andrew Mccreadie · BOSTON, MA

Registration

CRD #3084500 · AGF INVESTMENTS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin Andrew Mccreadie is a registered financial advisor based in BOSTON, Massachusetts, affiliated with AGF INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

AGF INVESTMENTS LLC

AGF INVESTMENTS

AUM

$2.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at AGF INVESTMENTS LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3084500

Firm CRD# 153781

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Andrew Mccreadie offer?

Kevin Andrew Mccreadie specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Kevin Andrew Mccreadie's credentials?

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

Where is Kevin Andrew Mccreadie located?

Kevin Andrew Mccreadie is based in BOSTON, Massachusetts, working with AGF INVESTMENTS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Kevin Andrew Mccreadie charge for services?

Kevin Andrew Mccreadie'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 AGF INVESTMENTS LLC?

AGF INVESTMENTS LLC has approximately 14 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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