AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
KD

Kevin J. Dunn

DUNN RUSH & CO. LLC
Boston, MA 02110
Some features on this profile are disabled
CRD#: 1920942
KD

Professional summary


Kevin Joseph Dunn, who also goes by Kevin Dunn, is a registered financial professional currently at DUNN RUSH & CO. LLC located in Boston, Massachusetts.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 1989. Kevin has worked at 6 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kevin Dunn

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) - BD


Click below to view Kevin Joseph Dunn's 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®
None

Experience


Current

January 25, 2010 - Present

DUNN RUSH & CO. LLC

Office #1: 75 Federal Street 21st Floor, Boston, MA, 02110
BD
CRD#: 150769
Boston, MA
Past

June 29, 2009 - January 26, 2010

BURCH & COMPANY, INC

BD
CRD#: 102280
KANSAS CITY, MO
Past

November 29, 2002 - April 22, 2009

CANACCORD GENUITY LLC

BD
CRD#: 1020
BOSTON, MA
Past

July 27, 2001 - May 7, 2002

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA
Past

June 25, 1999 - July 27, 2001

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
ATLANTA, GA
Past

November 2, 1989 - June 16, 1999

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(1/26/2010)
RR
New Hampshire
(2/4/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 10/5/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


DR
DUNN RUSH & CO. LLC
DUNN & PARTNERS, LLC | DUNN RUSH & CO. LLC

CRD#: 150769 / SEC#: , 8-68293

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
75 Federal Street 21st Floor, Boston, MA, 02110
Mailing Address
75 Federal Street 21st Floor, Boston, MA, 02110
Phone number
(617) 451-0001
Established
Massachusetts since 03/30/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
RUSH, GREGORY RONALDSENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER2958418
BEATON, DANIEL STEWARTFINANCIAL AND OPERATIONS PRINCIPAL (OUTSIDE) AND CHIEF FINANCIAL OFFICER4240769
DUNN, KEVIN JOSEPHSENIOR MANAGING DIRECTOR1920942

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.

Company Information


DUNN RUSH & CO. LLC

CRD#: 150769Boston, MA 02110

TRUST BUT VERIFY

Monitor Kevin Dunn

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Martin Lee Robbins II
Martin RobbinsAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Norwell, MA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics