Kevin Paul Rast
Professional Summary
Kevin Paul Rast was a registered financial advisor. Kevin was a previously registered financial professional and started their career in finance 1987 - 2018. Kevin had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7, Series 53, Series 10, Series 9 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
ARDMORE FIDUCIARY ADVISORS, LLC | CM ADVISORY, LLC
Contact Information
Main Address
6300 Blair Hill Lane, Baltimore, MD 21209Documents
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Apr 2000Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jun 2007About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jun 2007About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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