Kevin P. Mccutcheon

G & O FINANCIAL SERVICES

ST. PETERSBURG, FL 33702

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CRD#: 6105535

Professional summary

Kevin Patrick Mccutcheon is a registered financial advisor currently at G & O FINANCIAL SERVICES, INC. located in St. Petersburg, Florida and BLUEDOOR PRIVATE WEALTH, LLC located in Beverly, Massachusetts.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kevin has worked at 4 firms .

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 Mccutcheon'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®

None

Experience

Current

October 7, 2013 - Present

G & O FINANCIAL SERVICES, INC.

Office #1: 888 Executive Center Dr W Suite 101, St. Petersburg, FL 33702

RIA

CRD#: 141831

ST. PETERSBURG, FL

Current

December 10, 2025 - Present

BLUEDOOR PRIVATE WEALTH, LLC

Office #1: 50 Dunham Ridge Suite 1250, Beverly, MA 01915

RIA

CRD#: 301907

Beverly, MA

Past

March 10, 2022 - December 31, 2025

LIVE OAK FAMILY OFFICES LLC

RIA

CRD#: 141570

St. Petersburg, FL

Past

September 10, 2012 - June 12, 2013

BOSTON ASSET MANAGEMENT, INC.

RIA

CRD#: 112768

CLEARWATER, FL

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".

BLUEDOOR PRIVATE WEALTH, LLC

BLUEDOOR PRIVATE WEALTH, LLC | WEALTHSHED | LIVE OAK FAMILY OFFICE

CRD#: 301907 / SEC#: 801-131443

RIA

Registered Investment Advisory firm - (11/8/2024 Approved)

Massachusetts

Registered Investment Advisory firm - (11/11/2024 Terminated)

New Hampshire

Registered Investment Advisory firm - (11/15/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(10/7/2013)

IAR

Massachusetts
(12/10/2025)

IAR

Ohio
(1/16/2026)

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

Current Firm

BLUEDOOR PRIVATE WEALTH, LLC

BLUEDOOR PRIVATE WEALTH, LLC | WEALTHSHED | LIVE OAK FAMILY OFFICE

CRD#: 301907 / SEC#: 801-131443

RIA

Registered Investment Advisory firm - (11/8/2024 Approved)

Massachusetts

Registered Investment Advisory firm - (11/11/2024 Terminated)

New Hampshire

Registered Investment Advisory firm - (11/15/2024 Terminated)

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Contact information

Main Address

50 Dunham Ridge Suite 1250, Beverly, MA 01915

Mailing Address

Phone number

(781) 810-4604

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUEDOOR PRIVATE WEALTH BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	158
AUM (Assets Under Management)	$ 105,928,806

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 P. Mccutcheon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

G & O FINANCIAL SERVICES, INC.

BLUEDOOR PRIVATE WEALTH, LLC

LIVE OAK FAMILY OFFICES LLC

BOSTON ASSET MANAGEMENT, INC.

Primary Firm SEC Registration

BLUEDOOR PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Current Firm

BLUEDOOR PRIVATE WEALTH, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUEDOOR PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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