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Brian McKevitt

Aegis Capital Corp.

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About Brian McKevitt

Brian McKevitt is a registered representative with Aegis Capital Corp. Brian has been in the securities industry since November 21, 1996. Brian is also a registered investment advisor and has been in the investment advisory industry since June 25, 2002. Brian is licensed to conduct business in Arizona, California, Georgia, Massachusetts, New Jersey, New York, North Carolina, and Pennsylvania. Brian offers financial planning, portfolio management for businesses, and portfolio management for individuals. Brian is also a licensed Medicare health insurance agent.

Firm Information

Brian McKevitt is currently registered with Aegis Capital Corp.. Aegis Capital Corp. is a corporation formed in 1984 and headquartered in New York, NY. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Aegis Capital Corp. is registered with the SEC and in 53 states. The firm has over 257 registered representatives and manages approximately $1.28 billion in assets.
Aegis Capital Corp.

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$1.28B

Assets Under Management

Not reported

Total Clients

156

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian McKevitt’s Registration & Firm History

NJ

02/07/2022 - Present

Aegis Capital Corp. (HACKETTSTOWN NJ)

NJ

02/18/2004 - 03/29/2010

GUNNALLEN FINANCIAL, INC (RANDOLPH NJ)

NY

11/22/1996 - 02/17/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 06/25/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 11/21/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 2 public disclosures for Brian McKevitt. Review regulatory record here.
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