Kevin P. Deckert

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CRD#: 1609361

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 Deckert was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1987. Kevin had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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 28, 2017 - April 23, 2019

SENECA HOUSE ADVISORS

RIA

CRD#: 210519

RICHMOND, VA

Past

March 21, 2016 - July 27, 2017

VISIONQUEST WEALTH MANAGEMENT, LLC

RIA

CRD#: 135581

North Chesterfield, VA

Past

February 24, 2011 - March 21, 2016

DECKERT FINANCIAL MANAGEMENT INC

RIA

CRD#: 112133

NORTH CHESTERFIELD, VA

Past

December 16, 1997 - September 10, 2001

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

January 1, 1996 - December 4, 1997

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

January 8, 1993 - December 31, 2010

DECKERT FINANCIAL MANAGEMENT INC

RIA

CRD#: 112133

RICHMOND, VA

Past

February 23, 1990 - January 1, 1996

COMPREHENSIVE FINANCIAL SERVICES, INC.

CRD#: 22710

Past

November 19, 1989 - March 14, 1990

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

August 9, 1988 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

January 5, 1987 - August 19, 1988

WADDELL & REED

CRD#: 866

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SENECA HOUSE ADVISORS

SENECA HOUSE ADVISORS | STONY POINT WEALTH MANAGEMENT INC.

CRD#: 210519 / SEC#: 801-108723

RIA

Registered Investment Advisory firm - (12/6/2016 Approved)

Florida

Registered Investment Advisory firm - (12/7/2016 Terminated)

Maryland

Registered Investment Advisory firm - (12/9/2016 Terminated)

Texas

Registered Investment Advisory firm - (12/7/2016 Terminated)

Virginia

Registered Investment Advisory firm - (12/9/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/24/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/23/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/4/1991

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 12/30/1986

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 12/18/1986

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/13/1997

General Securities Principal Examination

Current Firm

SENECA HOUSE ADVISORS

SENECA HOUSE ADVISORS | STONY POINT WEALTH MANAGEMENT INC.

CRD#: 210519 / SEC#: 801-108723

RIA

Registered Investment Advisory firm - (12/6/2016 Approved)

Florida

Registered Investment Advisory firm - (12/7/2016 Terminated)

Maryland

Registered Investment Advisory firm - (12/9/2016 Terminated)

Texas

Registered Investment Advisory firm - (12/7/2016 Terminated)

Virginia

Registered Investment Advisory firm - (12/9/2016 Terminated)

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Contact information

Main Address

5609 Patterson Ave Suite B, Richmond, VA 23226

Mailing Address

Phone number

(804) 332-6574

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STONY POINT - FORM ADV PART 2A (8/19/2025)

Regulatory assets under management

Total Number of Accounts	1,098
AUM (Assets Under Management)	$ 424,716,806

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kevin P. Deckert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VISIONQUEST WEALTH MANAGEMENT, LLC

DECKERT FINANCIAL MANAGEMENT INC

SECURITIES AMERICA, INC.

IFG NETWORK SECURITIES, INC.

DECKERT FINANCIAL MANAGEMENT INC

COMPREHENSIVE FINANCIAL SERVICES, INC.

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

WADDELL & REED

Primary Firm SEC Registration

SENECA HOUSE ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/24/1992

Series 63

Date: 12/23/1986

Series 7

Date: 12/4/1991

Series 22

Date: 12/30/1986

Series 6

Date: 12/18/1986

Series 24

Date: 3/13/1997

Current Firm

SENECA HOUSE ADVISORS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SENECA HOUSE ADVISORS

TRUST BUT VERIFY

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