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Kevin Leonard Graff

WINTERGREEN ADVISERS, LLC·MOUNT OLIVE, New Jersey
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500 INTERNATIONAL DRIVE, MOUNT OLIVE, NJ 07828CRD# 4679714Firm CRD# 135601
01

About

Kevin Leonard Graff is a registered financial advisor based in MOUNT OLIVE, New Jersey, affiliated with WINTERGREEN ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
WINTERGREEN ADVISERS, LLC
WINTERGREEN ADVISERS, LLC
AUM
$6
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at WINTERGREEN ADVISERS, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: ASSET BASED COMPENSATION ALLOCATED OUT OF NET PROFITS
Regulatory
SEC/IARD CRD# 4679714
Firm CRD# 135601
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Leonard Graff offer?
Kevin Leonard Graff specializes in Investment Management, Retirement Planning. Contact their office in MOUNT OLIVE, New Jersey for a consultation.
What are Kevin Leonard Graff's credentials?
Kevin Leonard Graff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Leonard Graff located?
Kevin Leonard Graff is based in MOUNT OLIVE, New Jersey, working with WINTERGREEN ADVISERS, LLC. Their office serves clients in the MOUNT OLIVE metropolitan area and surrounding communities.
How does Kevin Leonard Graff charge for services?
Kevin Leonard Graff's firm is compensated through percentage of aum, other: asset based compensation allocated out of net profits. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINTERGREEN ADVISERS, LLC?
WINTERGREEN ADVISERS, LLC has approximately 7 employees and manages $6 in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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