Unclaimed Profile

Kevin Leonard Graff

WINTERGREEN ADVISERS, LLC·MOUNT OLIVE, New Jersey

Clean recordWINTERGREEN ADVISERS, LLC

500 INTERNATIONAL DRIVE, MOUNT OLIVE, NJ 07828CRD# 4679714Firm CRD# 135601

Profile Verification

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

Identity

Kevin Leonard Graff · MOUNT OLIVE, NJ

Registration

CRD #4679714 · WINTERGREEN ADVISERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WINTERGREEN ADVISERS, LLC

AUM

Regulatory assets under management

Employees

Total firm employees

View all advisors at WINTERGREEN ADVISERS, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Other: ASSET BASED COMPENSATION ALLOCATED OUT OF NET PROFITS

Regulatory

SEC/IARD CRD# 4679714

Firm CRD# 135601

View on FINRA BrokerCheck →

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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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