Kevin D. Clewley
Professional summary
Kevin David Clewley is a registered financial advisor currently at K. D. CLEWLEY CAPITAL MANAGEMENT located in San Diego, California.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Kevin has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kevin David Clewley's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 13, 2008 - Present
K. D. CLEWLEY CAPITAL MANAGEMENT
June 3, 1996 - January 4, 1999
DEAM INVESTOR SERVICES, INC.
February 19, 1991 - May 20, 1996
NEUBERGER BERMAN BD LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/13/2008)
Exams
Current Firm
K. D. CLEWLEY CAPITAL MANAGEMENT
CRD#: 129348 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 63 |
| AUM (Assets Under Management) | $ 90,000,000 |
Red Flags
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