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Kevin Charles Soles

Kcs Advisors, LLC

Concord, NH

CRD 1436345

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Employer firm

Kcs Advisors, LLC CRD 128005

$89.5M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • PORTFOLIO REVIEW FOR NON-MANAGEMENT INVESTMENT CLIENTS

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

Current Employers
Kcs Advisors, Llc

100 North Main Street Suite 505, Concord, NH 03301 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2013-03-08
NH RA APPROVED 2003-10-07
  • MA RA
    APPROVED
    Since 2013-03-08
  • NH RA
    APPROVED
    Since 2003-10-07

Branch Locations

100 North Main Street Suite 505, Concord, NH 03301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kcs Advisors, Llc Concord NH 07/2003 Present
Previous Registrations
  • 2001-02-28 → 2002-12-05
    Boston Private Value Investors, Inc.
    Concord, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-08-18
S63 Uniform Securities Agent State Law Examination 1986-01-16
  • S65 Uniform Investment Adviser Law Examination
    2003-08-18
  • S63 Uniform Securities Agent State Law Examination
    1986-01-16

View on SEC IAPD

Nearby Firms

UBS FINANCIAL SERVICES INC.
FOCUS PARTNERS WEALTH, LLC
EDWARD JONES

Nearby Investors

ADAM JOSEPH RUEDIG
WILLIAM DAVIS CHAPIN
PAUL BASIL MAKRIS

Nearby Offices

UBS FINANCIAL SERVICES INC. · CONCORD, NH
FOCUS PARTNERS WEALTH, LLC · Concord, NH
EDWARD JONES · CONCORD, NH

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