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KM

Kevin R. Mcnamee

CENTERLINE CAPITAL PARTNERS
Jamison, PA
Some features on this profile are disabled
CRD#: 5738444
KM

Professional summary

Kevin Ryan Mcnamee is a registered financial professional currently at CENTERLINE CAPITAL PARTNERS located in Jamison, Pennsylvania.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 2021. Kevin has worked at 3 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Kevin Ryan Mcnamee'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

June 12, 2025 - Present

CENTERLINE CAPITAL PARTNERS

Office #2: 51 Ryans Mill Road, Jamison, PA 18929
BD
CRD#: 334327
Jamison, PA
Past

March 8, 2023 - April 2, 2024

GRIFFIN FINANCIAL GROUP, LLC

BD
CRD#: 119004
KING OF PRUSSIA, PA
Past

June 28, 2021 - January 10, 2023

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA

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
Pennsylvania
(6/13/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 9/22/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 6/12/2025
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 6/28/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/14/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 27
Date: 5/3/2025
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/1/2025
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CENTERLINE CAPITAL PARTNERS
CENTERLINE CAPITAL PARTNERS | CENTERLINE CAPITAL PARTNERS LLC

CRD#: 334327 / SEC#: , 8-71313

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
51 Ryans Mill Road, Jamison, PA 18929
Mailing Address
51 Ryans Mill Road, Jamison, PA 18929
Phone number
(610) 453-4511
Established
Pennsylvania since 11/26/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
MCNAMEE, KEVIN RYANPRINCIPAL & CCO5738444

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

CENTERLINE CAPITAL PARTNERS

CRD#: 334327Jamison, PA

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