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Michael Kevin Mccabe

26 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
2,272 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:$5K
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Location

136 North Church, West Chester, PA, 19380

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is an independent insurance agent for various independent insurance companies.

Employment History
Current Registrations
Alera Investment Advisors, LLC
May 2025 - Present · 9 mos
Trinity Investment Advisors, LLC
March 2007 - Present · 18 yrs 11 mos
Previous Registrations
Trinity Investment Advisors, LLC
June 2006 - December 2006 · 6 mos
Kohlhepp Investment Advisors, LTD.
May 1999 - July 2006 · 7 yrs 2 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Michael Kevin Mccabe - Financial Advisor | TrueAdvisor