Unclaimed Profile

Kevin Daniel Mcveigh

EXCHANGE CAPITAL MANAGEMENT INC·ANN ARBOR, Michigan

Series 7, Series 63, Series 65Clean record15 years registeredEXCHANGE CAPITAL MANAGEMENT INC

303 DETROIT STREET, ANN ARBOR, MI 48104CRD# 1513999Firm CRD# 104875

Profile Verification

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

Identity

Kevin Daniel Mcveigh · ANN ARBOR, MI

Registration

CRD #1513999 · EXCHANGE CAPITAL MANAGEMENT INC · 15 years registered

Brand Profile

Not yet started

Career History

LIDO

Jul 2025 – present

EXCHANGE CAPITAL MANAGEMENT INC

Aug 2010 – Sep 2025

ANN ARBOR, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 25, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EXCHANGE CAPITAL MANAGEMENT INC

CRD 104875 · SEC 801-36104

AUM

$744M

Regulatory assets under management

Employees

1,105 client accounts

Services offered by EXCHANGE CAPITAL MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EXCHANGE CAPITAL MANAGEMENT INC →

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 →

Looking for a financial advisor in ANN ARBOR?

Browse all registered financial advisors in ANN ARBOR, Michigan or claim this profile if it's yours.

Browse ANN ARBOR Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kevin Daniel Mcveigh offer?

Kevin Daniel Mcveigh specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ANN ARBOR, Michigan for a consultation.

What are Kevin Daniel Mcveigh's credentials?

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

Where is Kevin Daniel Mcveigh located?

Kevin Daniel Mcveigh is based in ANN ARBOR, Michigan, working with EXCHANGE CAPITAL MANAGEMENT INC. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.

How does Kevin Daniel Mcveigh charge for services?

Kevin Daniel Mcveigh'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 EXCHANGE CAPITAL MANAGEMENT INC?

EXCHANGE CAPITAL MANAGEMENT INC has approximately 14 employees and manages $744M 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 →