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Kevin Anthony Newbert

Mycio Wealth Partners, LLC

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About Kevin Anthony Newbert

Kevin Anthony Newbert is an investment advisor representative at Mycio Wealth Partners, LLC. Kevin has been in the industry since 2013 and has a Series 63 and 65 license. Kevin also holds the SIE designation and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Mycio Wealth Partners, LLC is a fee-only advisory firm that offers financial planning and investment management services to individuals, families, and businesses. Kevin specializes in providing financial advice and investment management services tailored to meet the specific needs of each client.

Firm Information

Kevin Newbert is currently registered with Mycio Wealth Partners, LLC. Mycio Wealth Partners, LLC is an investment advisory firm based in Philadelphia, PA. The firm primarily manages portfolios for high net worth individuals, corporations, and charitable organizations. They offer a range of advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. As of their most recent filing, the firm manages approximately $12.97 billion in regulatory assets.
Mycio Wealth Partners, LLC

2929 WALNUT STREET, SUITE 1200

PHILADELPHIA, PA 19104-5172

$12.97B

Assets Under Management

21

Total Clients

32

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Kevin Newbert’s Registration & Firm History

PA

09/27/2023 - Present

Mycio Wealth Partners, LLC (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 09/01/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Anthony Newbert.
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