Kevin P. Hodson

AAF WEALTH MANAGEMENT

Westborough, MA 01581

Some features on this profile are disabled

CRD#: 2691728

Professional summary

Kevin Patrick Hodson, AIF® is a registered financial advisor currently at AAF WEALTH MANAGEMENT, LLC located in Westborough, Massachusetts.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Kevin has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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 Patrick Hodson'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

February 22, 2019 - Present

AAF WEALTH MANAGEMENT, LLC

Office #1: 50 Washington Street, Westborough, MA 01581

RIA

CRD#: 164646

Westborough, MA

Past

June 13, 2018 - February 11, 2019

FERRIS CAPITAL, LLC

RIA

CRD#: 160116

MARLBOROUGH, MA

Past

April 2, 2008 - March 9, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

FRAMINGHAM, MA

Past

February 29, 2008 - March 9, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

FRAMINGHAM, MA

Past

October 21, 2005 - January 23, 2008

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

July 9, 1998 - August 27, 1999

EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731

BOSTON, MA

Past

January 1, 1996 - June 9, 1998

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

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".

AAF WEALTH MANAGEMENT, LLC

AAF WEALTH MANAGEMENT, LLC | HIGHSIGHT, LLC | AAFCPAS WEALTH MANAGEMENT, LLC | AAFCPAS WEALTH MANAGEMENT

CRD#: 164646 / SEC#: 801-76885

RIA

Registered Investment Advisory firm - (7/24/2012 Approved)

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

Massachusetts
(2/22/2019)

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 66

Date: 3/24/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/26/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/9/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/3/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/21/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AAF WEALTH MANAGEMENT, LLC

AAF WEALTH MANAGEMENT, LLC | HIGHSIGHT, LLC | AAFCPAS WEALTH MANAGEMENT, LLC | AAFCPAS WEALTH MANAGEMENT

CRD#: 164646 / SEC#: 801-76885

RIA

Registered Investment Advisory firm - (7/24/2012 Approved)

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

50 Washington Street, Westborough, MA 01581

Mailing Address

Phone number

(508) 366-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	806
AUM (Assets Under Management)	$ 607,331,627

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kevin P. Hodson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Patrick Hodson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FERRIS CAPITAL, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

EATON VANCE DISTRIBUTORS, INC.

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

AAF WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/24/2008

Series 63

Date: 9/26/2005

SIE

Date: 3/9/2018

Series 7

Date: 7/3/1997

Series 6

Date: 12/21/1995

Current Firm

AAF WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AAF WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors