Kevin Bruce Paine

Cresap, INC.

34 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Cresap, INC.

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

585 clients

Average Client Portfolio

$580K average

Assets Under Management

$339.0M

Fee Structure

Financial Planning:Investment management only

Location

259 N. Radnor-Chester Rd. Ste. 140, Radnor, PA, 19087

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2001

Settled

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Other Business Activities

Kevin is a licensed real estate broker. This activity is not investment-related.

Employment History

Current Registrations

Cresap, INC.

November 2006 - Present · 19 yrs 3 mos

Cresap, INC.Broker

October 2004 - Present · 21 yrs 4 mos

Previous Registrations

UBS Financial Services INC.Broker

January 2001 - October 2004 · 3 yrs 9 mos

First Union Securities, INC.Broker

October 1999 - February 2001 · 1 yr 4 mos

First Union Capital Markets CORP.Broker

June 1996 - October 1999 · 3 yrs 4 mos

Gruntal & CO. IncorporatedBroker

May 1995 - June 1996 · 1 yr 1 mo

Janney Montgomery Scott INC.Broker

January 1992 - June 1995 · 3 yrs 5 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

June 1991 - December 1991 · 6 mos

State Registrations26 states

ARAZCACOCTDCDEFLGAILINMAMDMEMNNCNHNJNVNYOHORPAVAVTWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.