Unclaimed Profile

Kevin Andrew Holt

MARKET STREET WEALTH MANAGEMENT, LLC·WEST CHESTER, Pennsylvania

SIE, Series 7, Series 31, Series 66CFP23 years registeredMARKET STREET WEALTH MANAGEMENT, LLC

999 WEST CHESTER PIKE, WEST CHESTER, PA 19382CRD# 4198617Firm CRD# 155157

Profile Verification

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

Identity

Kevin Andrew Holt · WEST CHESTER, PA

Registration

CRD #4198617 · MARKET STREET WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

MARKET STREET WEALTH MANAGEMENT

Jan 2011 – present

USA FINANCIAL SECURITIES CORPORATION

Aug 2006 – Dec 2010

BALA CYNWYD, PA

PRINCOR FINANCIAL SERVICES CORPORATION

Feb 2005 – Jan 2006

WEST CHESTER, PA

LOCUST STREET SECURITIES, INC.

Jul 2003 – Nov 2003

BOOTHWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · July 29, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

2009Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MARKET STREET WEALTH MANAGEMENT, LLC

CRD 155157 · SEC 801-81172

AUM

$589M

Regulatory assets under management

Employees

2,376 client accounts

Services offered by MARKET STREET WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARKET STREET WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Andrew Holt offer?

Kevin Andrew Holt specializes in Financial Planning, Investment Management. Contact their office in WEST CHESTER, Pennsylvania for a consultation.

What are Kevin Andrew Holt's credentials?

Kevin Andrew Holt holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kevin Andrew Holt located?

Kevin Andrew Holt is based in WEST CHESTER, Pennsylvania, working with MARKET STREET WEALTH MANAGEMENT, LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.

How does Kevin Andrew Holt charge for services?

Kevin Andrew Holt's firm is compensated through percentage of aum, hourly charges, subscription fees, other: payment for client referrals. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARKET STREET WEALTH MANAGEMENT, LLC?

MARKET STREET WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $589M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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