KF
KF

Kevin Fahy

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
Loading...

Location

10 Office Park Way Ste 200, Pittsford, NY, 14534

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Kevin is an advisory representative at Bright Futures Wealth Management LLC and a financial advisor/partner at Rochester Wealth Partners, dedicating full-time hours to these roles. He also works as an insurance agent selling life, annuities, and Medicare, and holds positions as president of Notable Networks and a notary public, requiring minimal time commitments.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
November 2025 - Present · 3 mos
Bright Futures Wealth Management, LLC
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - November 2025 · 1 yr 8 mos
Cetera Advisors LLC
November 2021 - March 2024 · 2 yrs 4 mos
Cetera Advisors LLCBroker
October 2020 - November 2025 · 5 yrs 1 mo
Pruco Securities, LLC.Broker
April 2019 - October 2020 · 1 yr 6 mos
State Registrations6 states
FLMINHNYSCSD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.