Kevin Francis Degabriel

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2005 → 07/2018
  Ameriprise Financial Services, Inc.
  Pleasantville, NY
• 07/2018 → Present
  Commonwealth Financial Network
  Waltham, MA
• 07/2018 → Present
  Clear Path Private Wealth
  Pleasantville, NY

Previous Registrations

• 2008-01-15 → 2011-12-31
  Ameriprise Financial Services, Llc
  Valhalla, NY
  Valhalla, NY
  Pleasantville, NY
  Pleasantville, NY
  Pleasantville, NY

Other Businesses

Fixed insurance sales; As of 07/13/18; Approximately 0% time spent during securities trading hours per month; Conducted at branch location; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-01-05

Other Names

• Kevin F Degabriel