Brian Mckevitt

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → 04/2026
  Aegis Capital Corp.
  New York, NY
• 04/2026 → Present
  Lpl Enterprise, Llc
  Basking Ridge, NJ

Previous Registrations

• 2010-03-26 → 2026-04-29
  Aegis Capital Corp.
  Hackettstown, NJ
  Melville, NY
  New York, NY
• 2004-04-02 → 2010-03-29
  Gunnallen Financial, Inc
  Hackettstown, NJ
  Randolph, NJ
• 2002-07-05 → 2004-02-17
  Morgan Stanley Dw Inc.
  Rockaway, NJ

Other Businesses

1. 04/10/2026 - Brian McKevitt N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment related - Hackettstown NJ - OBA start date; 04/07/2026 - 160 Hrs/Mth - 160 Hrs During Trading 2. 04/10/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment related - Hackettstown NJ - OBA start date; 04/07/2026 - 160 Hrs/Mth - 160 Hrs During Trading 3. 04/10/2026 - INSURECALL INC. - Non-Variable Insurance - Investment related - Parsippany NJ - OBA start date; 06/05/2017 - 30 Hrs/Mth - 15 Hrs During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-25
• S63 Uniform Securities Agent State Law Examination
  1997-01-08