AdvisorOS Directory
Claim Profile
KD

Kevin Michael Donlon

RIVERBANC LLC·CHARLOTTE, North Carolina
Unclaimed Profile
227 WEST TRADE STREET, CHARLOTTE, NC 28202-1725CRD# 2844815Firm CRD# 165849
01

About

Kevin Michael Donlon is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with RIVERBANC LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Financial Education
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
RIVERBANC LLC
RIVERBANC LLC
AUM
$380M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at RIVERBANC LLC →
Services
Pension consulting
Selection of other advisers
Educational seminars/workshops
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: A PERCENTAGE OF EQUITY UNDER MANAGEMENT
Regulatory
SEC/IARD CRD# 2844815
Firm CRD# 165849
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Browse CHARLOTTE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kevin Michael Donlon offer?
Kevin Michael Donlon specializes in Retirement Planning, Wealth Management, Financial Education. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Kevin Michael Donlon's credentials?
Kevin Michael Donlon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Michael Donlon located?
Kevin Michael Donlon is based in CHARLOTTE, North Carolina, working with RIVERBANC LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Kevin Michael Donlon charge for services?
Kevin Michael Donlon's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: a percentage of equity under management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIVERBANC LLC?
RIVERBANC LLC has approximately 12 employees and manages $380M 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 →
Other advisors in CHARLOTTE
Derek Austin Flowers — STRUCTURED CREDIT PARTNERS LLCDavid Norman Stedman — ASSIDUOUS STRATEGIC INVESTMENTS, LLCMatteo Simone Amoroso — ASSIDUOUS STRATEGIC INVESTMENTS, LLCCaleb Hampton Rowe — ASSIDUOUS STRATEGIC INVESTMENTS, LLCM. Timothy Corbett — BARINGS LLC
Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile