KH
Kevin A. Holt
MARKET STREET WEALTH MANAGEMENT
West Chester, PA 19382
Some features on this profile are disabled
CRD#: 4198617
KH
Professional summary
Kevin Andrew Holt, CFP® is a registered financial advisor currently at MARKET STREET WEALTH MANAGEMENT located in West Chester, Pennsylvania and USA FINANCIAL SECURITIES LLC located in Radnor, Pennsylvania.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Kevin has worked at 5 firms and has passed the Series 66, SIE, Series 31 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.
1. MARKET STREET WEALTH MANAGEMENT, LLC - 999 WEST CHESTER PIKE, SUITE 202. WEST CHESTER, PA 19382. STARTED 01/01/2012. RIA. OWNER AND OPERATOR AS WELL AS FINANCIAL ADVISOR. INVESTMENT RELATED. 160 HOURS PER MONTH DEVOTED TO BUSINESS. 160 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2. MARKET STREET INSURANCE SERVICES, LLC. - 999 WEST CHESTER PIKE SUITE 202 WEST CHESTER, PA 19382. STARTED 01/01/2004. OWNER. MEDICARE/MEDICAID SUPPLEMENT. NOT INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3. MARKET STREET FINANCIAL GROUP, LLC - 999 WEST CHESTER PIKE, SUITE 202. WEST CHESTER, PA 19382. STARTED 01/01/2004. OWNER. MEDICARE/MEDICAID SUPPLEMENT. NOT INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 4. MARKET STREET TAX SERVICES, LLC - 999 WEST CHESTER PIKE, SUITE 202. WEST CHESTER, PA 19382. STARTED 01/2004. OWNER. TAX PLANNING/TAX PREPARATION/CPA. RUN BUSINESS AND TAX PREPARATION FOR CLIENTS. NOT INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 5. LEPPERT HOLT CONSULTING, LLC - 999 WEST CHESTER PIKE, SUITE 202. WEST CHESTER, PA 19382. STARTED 01/01/2013. OWNER. PERSONAL CORP FOR FINANCIAL PLANNING BUSINESS. RUN THE BUSINESS. INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 6. HOLT PROPERTIES, LLC - 999 WEST CHESTER PIKE SUITE 202 WEST CHESTER, PA 19382 . STARTED 01/01/2015. OWNER. REAL ESTATE. PERSONAL CORP FOR REAL ESTATE. NOT INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 7. HOLT WEALTH MANAGEMENT, LLC - 999 WEST CHESTER PIKE SUITE 202 WEST CHESTER, PA 19382. STARTED 05/01/2017. OWNER. PERSONAL CORP FOR FINANCIALPLANNING BUSINESS. RUN THE BUSINESS. INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 8. METHOD HOCKEY, LLC (TPH ACADEMY) - 43 STRICKLAND WAY, GLEN MILLS, PA 19342. START DATE 06/05/2018. OWNER. HELP TO ORGANIZE AND CONSULT ON A SPORTS TRAILING BUSINESS. NOT INVESTMENT RELATED. 20 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Andrew Holt'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®
CFP®
Start date: 2008
Experience
Current
January 3, 2011 - Present
MARKET STREET WEALTH MANAGEMENT
Office #1: 999 West Chester Pike Suite 202, West Chester, PA 19382RIA
CRD#: 155157
West Chester, PA
Current
February 16, 2006 - Present
USA FINANCIAL SECURITIES LLC
Office #1: 150 N. Radnor Chester Rd. Suite F-200, Radnor, PA 19087Office #2: 999 West Chester Pike Suite 202, West Chester, PA 19382Office #3: 999 West Chester Pike, West Chester, PA 19382RIA
BD
CRD#: 103857
RADNOR, PA
Past
August 9, 2006 - December 31, 2010
USA FINANCIAL SECURITIES LLC
RIA
CRD#: 103857
BALA CYNWYD, PA
Past
February 14, 2005 - January 12, 2006
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
WEST CHESTER, PA
Past
November 5, 2003 - January 12, 2006
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
July 29, 2003 - November 3, 2003
LOCUST STREET SECURITIES, INC.
RIA
CRD#: 1703
BOOTHWYN, PA
Past
March 9, 2001 - November 3, 2003
LOCUST STREET SECURITIES, INC.
BD
CRD#: 1703
DES MOINES, IA
Past
July 21, 2000 - December 18, 2000
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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".
MARKET STREET WEALTH MANAGEMENT
MARKET STREET WEALTH MANAGEMENT | MARKET STREET WEALTH MANAGEMENT, LLC
CRD#: 155157 / SEC#: 801-81172
RIA
Registered Investment Advisory firm - (3/27/2015 Approved)Delaware
Registered Investment Advisory firm - (6/24/2015 Terminated)New Jersey
Registered Investment Advisory firm - (7/30/2015 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/19/2015 Terminated)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.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
Arizona(8/4/2015)
RR
California(6/1/2015)
RR
Colorado(10/29/2019)
RR
Connecticut(6/29/2016)
RR
Delaware(2/16/2006)
RR
Florida(4/19/2006)
RR
Maryland(7/14/2015)
RR
New Jersey(2/16/2006)
RR
North Carolina(10/17/2006)
RR
Pennsylvania(2/16/2006)
IAR
Pennsylvania(1/3/2011)
RR
South Carolina(12/1/2022)
RR
Tennessee(3/12/2024)
RR
Texas(6/15/2015)
RR
Virginia(5/25/2011)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MARKET STREET WEALTH MANAGEMENT
MARKET STREET WEALTH MANAGEMENT | MARKET STREET WEALTH MANAGEMENT, LLC
CRD#: 155157 / SEC#: 801-81172
RIA
Registered Investment Advisory firm - (3/27/2015 Approved)Delaware
Registered Investment Advisory firm - (6/24/2015 Terminated)New Jersey
Registered Investment Advisory firm - (7/30/2015 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/19/2015 Terminated)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
999 West Chester Pike Suite 202, West Chester, PA 19382
Mailing Address
Phone number
(610) 692-3200
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,604 |
| AUM (Assets Under Management) | $ 714,859,960 |
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.
