Kevin Andrew Holt

CFP

Market Street Wealth Management

25 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Market Street Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

1,492 clients

Average Client Portfolio

$479K average

Assets Under Management

$714.9M

Fee Structure

Location

999 West Chester Pike, Suite 202, West Chester, PA, 19382

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History

Regulatory History (1)

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Customer Dispute

July 2009

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Kevin is the Vice President of Market Street Wealth Management, LLC, an investment advisory business. He also has interests in several other businesses including insurance sales (Medicare, P&C, annuities, life insurance, and long-term care), tax preparation, real estate rental property, and a youth hockey training business.

Employment History

Current Registrations

Market Street Wealth Management

January 2011 - Present · 15 yrs 1 mo

USA Financial Securities LLCBroker

February 2006 - Present · 20 yrs

Locust Street Securities, INC.

July 2003 - November 2003 · 4 mos

Locust Street Securities, INC.Broker

March 2001 - November 2003 · 2 yrs 8 mos

Dean Witter Reynolds INC.Broker

July 2000 - December 2000 · 5 mos

State Registrations14 states

AZCACOCTDEFLMDNCNJPASCTNTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.