Kevin J. Cavanaugh

NERDWALLET WEALTH PARTNERS

NEW YORK, NY 10038

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CRD#: 5581741

Professional summary

Kevin James Cavanaugh, CFP® is a registered financial advisor currently at NERDWALLET WEALTH PARTNERS, LLC located in New York, New York.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kevin has worked at 8 firms and has passed the Series 66, SIE 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 James Cavanaugh'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: 2018

Experience

Current

September 15, 2025 - Present

NERDWALLET WEALTH PARTNERS, LLC

Office #1: 123 William Street 21st Floor, New York, NY 10038

RIA

CRD#: 337328

NEW YORK, NY

Past

July 29, 2025 - January 25, 2026

DOMAIN MONEY ADVISORS, LLC

RIA

CRD#: 316434

Vancouver, WA

Past

June 20, 2023 - June 5, 2025

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

Vancouver, WA

Past

June 20, 2023 - June 5, 2025

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

March 3, 2023 - March 30, 2023

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

VANCOUVER, WA

Past

March 1, 2023 - March 30, 2023

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

VANCOUVER, WA

Past

April 16, 2015 - August 25, 2021

TD AMERITRADE, INC.

RIA

CRD#: 7870

IRVINE, CA

Past

April 16, 2015 - August 25, 2021

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

IRVINE, CA

Past

April 16, 2015 - August 25, 2021

TD AMERITRADE, INC.

CRD#: 7870

IRVINE, CA

Past

March 24, 2014 - April 13, 2015

EDWARD JONES

RIA

CRD#: 250

ORANGE, CA

Past

December 24, 2013 - April 13, 2015

EDWARD JONES

CRD#: 250

ORANGE, CA

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".

NERDWALLET WEALTH PARTNERS, LLC

NERD WALLET WEALTH PARTNERS | NERDWALLET WEALTH PARTNERS, LLC

CRD#: 337328 / SEC#: 801-133943

RIA

Registered Investment Advisory firm - (6/13/2025 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

Washington
(9/15/2025)

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: 1/10/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/23/2013

General Securities Representative Examination

Current Firm

NERDWALLET WEALTH PARTNERS, LLC

NERD WALLET WEALTH PARTNERS | NERDWALLET WEALTH PARTNERS, LLC

CRD#: 337328 / SEC#: 801-133943

RIA

Registered Investment Advisory firm - (6/13/2025 Approved)

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Contact information

Main Address

123 William Street 21st Floor, New York, NY 10038

Mailing Address

Phone number

(917) 275-7821

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/30/2026)

Regulatory assets under management

Total Number of Accounts	1,014
AUM (Assets Under Management)	$ 236,118,186

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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Advisor Monitoring

Firm Stability Insights

Kevin J. Cavanaugh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin James Cavanaugh's CRS (Customer Relationship Summary).

Certified licenses

Experience

DOMAIN MONEY ADVISORS, LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT ADVISERS LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

NERDWALLET WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/10/2014

SIE

Date: 10/1/2018

Series 7

Date: 12/23/2013

Current Firm

NERDWALLET WEALTH PARTNERS, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NERDWALLET WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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