Kevin M. Means

SAPIENT INVESTMENTS LLC

New Hope, PA

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CRD#: 2279192

Professional summary

Kevin Mark Means, who also goes by Kevin Means, is a registered financial advisor currently at SAPIENT INVESTMENTS LLC located in New Hope, Pennsylvania.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kevin has worked at 5 firms and has passed the Series 3 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin Means

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 Mark Means's CRS (Customer Relationship Summary).

ALPHA EQUITY MANAGEMENT PARTNERS LLC

RIA

CRD#: 126612

AVON, CT

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

Pennsylvania
(3/26/2018)

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

General Industry/Product Exam

Series 3

Date: 9/4/1992

National Commodity Futures Examination

Current Firm

SAPIENT INVESTMENTS LLC

SAPIENT INVESTMENTS LLC | SELECT ALTERNATIVE INVESTMENTS LLC

CRD#: 292098 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (3/26/2018 Approved)

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Contact information

Main Address

New Hope, PA

Mailing Address

Phone number

(267) 714-6090

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	96
AUM (Assets Under Management)	$ 55,849,958

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 M. Means

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Mark Means's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAPIENT INVESTMENTS LLC

THE PILLAR STRATEGIES

PRESTIGE WEALTH MANAGEMENT GROUP, LLC

SELECT ALTERNATIVE INVESTMENTS LLC

ALPHA EQUITY MANAGEMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 3

Date: 9/4/1992

Current Firm

SAPIENT INVESTMENTS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAPIENT INVESTMENTS LLC

TRUST BUT VERIFY

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