Kevin S. Mcgrew

RUBINBROWN ADVISORS LLC

LEAWOOD, KS 66211

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CRD#: 1754659

Professional summary

Kevin Sumner Mcgrew, CFP® is a registered financial advisor currently at RUBINBROWN ADVISORS LLC located in Leawood, Kansas.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Kevin has worked at 5 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Kevin Sumner Mcgrew's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

May 1, 2020 - Present

RUBINBROWN ADVISORS LLC

Office #1: 4000 W. 114th Street Suite 160, Leawood, KS 66211

RIA

CRD#: 116909

LEAWOOD, KS

Past

December 1, 1997 - May 6, 2020

WEALTH MANAGEMENT ADVISORS INC

RIA

CRD#: 106521

LEAWOOD, KS

Past

July 15, 1996 - August 16, 2012

SMC FINANCIAL, INC.

CRD#: 37373

LEAWOOD, KS

Past

June 25, 1992 - February 2, 1996

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

December 18, 1990 - August 14, 1991

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

October 29, 1987 - December 18, 1990

G. R. PHELPS & CO., INC.

CRD#: 173

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".

RUBINBROWN ADVISORS LLC

CRD#: 116909 / SEC#: 801-62021

RIA

Registered Investment Advisory firm - (5/2/2003 Approved)

Arizona

Registered Investment Advisory firm - (5/7/2003 Terminated)

Florida

Registered Investment Advisory firm - (5/7/2003 Terminated)

Illinois

Registered Investment Advisory firm - (5/5/2003 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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(5/1/2020)

IAR

Texas
(5/1/2020)

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

Series 63

Date: 11/12/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/17/1987

General Securities Representative Examination

Current Firm

RUBINBROWN ADVISORS LLC

CRD#: 116909 / SEC#: 801-62021

RIA

Registered Investment Advisory firm - (5/2/2003 Approved)

Arizona

Registered Investment Advisory firm - (5/7/2003 Terminated)

Florida

Registered Investment Advisory firm - (5/7/2003 Terminated)

Illinois

Registered Investment Advisory firm - (5/5/2003 Terminated)

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Contact information

Main Address

7676 Forsyth Blvd. Suite 2100, St. Louis, MO 63105

Mailing Address

Phone number

(314) 290-3300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (11/3/2025)

Regulatory assets under management

Total Number of Accounts	3,918
AUM (Assets Under Management)	$ 3,268,176,113

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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Kevin S. Mcgrew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Sumner Mcgrew's CRS (Customer Relationship Summary).

Certified licenses

Experience

RUBINBROWN ADVISORS LLC

WEALTH MANAGEMENT ADVISORS INC

SMC FINANCIAL, INC.

WALNUT STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

G. R. PHELPS & CO., INC.

Primary Firm SEC Registration

RUBINBROWN ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/12/1987

Series 7

Date: 10/17/1987

Current Firm

RUBINBROWN ADVISORS LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RUBINBROWN ADVISORS LLC

TRUST BUT VERIFY

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