Unclaimed Profile

Kevin Stewart Rutherford

1607 CAPITAL PARTNERS, LLC·RICHMOND, Virginia

SIE, Series 4, Series 6, Series 7, Series 9, Series 10, Series 24, Series 27, Series 52TO, Series 53, Series 55, Series 63, Series 66, Series 99TOClean record19 years registered1607 CAPITAL PARTNERS, LLC

13 S. 13TH STREET, RICHMOND, VA 23219CRD# 2196199Firm CRD# 144758

Profile Verification

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

Identity

Kevin Stewart Rutherford · RICHMOND, VA

Registration

CRD #2196199 · 1607 CAPITAL PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 1607 CAPITAL PARTNERS, LLC

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Jan 2014 – May 2022

Richmond, VA

THOMPSON DAVIS ASSET MANAGEMENT

Feb 2007 – Dec 2013

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 9

Series 10

Series 24

Series 27

Series 52TO

Series 53

Series 55

Series 63

Series 66

Series 99TO

Registration record

First registered · February 9, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

1607 CAPITAL PARTNERS, LLC

CRD 144758 · SEC 801-68322

AUM

$4.3B

Regulatory assets under management

Employees

23 client accounts

Services offered by 1607 CAPITAL PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at 1607 CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Stewart Rutherford offer?

Kevin Stewart Rutherford specializes in Investment Management, Retirement Planning, Wealth Management.

What are Kevin Stewart Rutherford's credentials?

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

Where is Kevin Stewart Rutherford located?

Kevin Stewart Rutherford is based in RICHMOND, Virginia, last registered with 1607 CAPITAL PARTNERS, LLC.

How does Kevin Stewart Rutherford charge for services?

Kevin Stewart Rutherford's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 1607 CAPITAL PARTNERS, LLC?

1607 CAPITAL PARTNERS, LLC has approximately 18 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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