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KM

Kevin P. Mcginty

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CRD#: 1056451
KM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin Patrick Mcginty was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1982. Kevin had worked at 10 firms and has passed the Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 29, 2013 - December 5, 2017

SHEEN FALLS STRATEGIES, LLC

RIA
CRD#: 164016
ROCKY RIVER, OH
Past

August 25, 2005 - June 11, 2007

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 30107
BOSTON, MA
Past

December 3, 2002 - December 31, 2003

JONESTRADING

BD
CRD#: 6888
THOUSAND OAKS, CA
Past

September 1, 1998 - August 20, 2002

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA
Past

October 1, 1997 - September 1, 1998

BANCAMERICA SECURITIES, INC.

BD
CRD#: 17977
SAN FRANCISCO, CA
Past

August 3, 1993 - October 1, 1997

ROBERTSON, STEPHENS & COMPANY LLC

BD
CRD#: 7730
SAN FRANCISCO, CA
Past

June 12, 1987 - September 30, 1991

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

April 3, 1984 - May 19, 1987

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501
Past

September 6, 1983 - March 28, 1984

MONTGOMERY SECURITIES

BD
CRD#: 4357
Past

July 8, 1982 - September 13, 1983

ROULSTON RESEARCH CORP.

BD
CRD#: 3235

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/30/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 7/16/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


SF
SHEEN FALLS STRATEGIES, LLC
SHEEN FALLS STRATEGIES, LLC

CRD#: 164016 / SEC#:

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Contact information


Main Address
21745 Aberdeen Rd, Rocky River, OH 44116
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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Company Information


SHEEN FALLS STRATEGIES, LLC

CRD#: 164016

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