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Kevin C. Gleason

Susquehanna Financial Group, Lllp

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About Kevin C. Gleason

Kevin C. Gleason is a registered representative with Susquehanna Financial Group, Lllp. Kevin has over 20 years of experience in the financial services industry. Kevin has a strong track record of success in helping clients achieve their financial goals. Prior to joining Susquehanna Financial Group, Lllp, Kevin worked at BNY Mellon Capital Markets, LLC, Pershing LLC, E*TRADE SECURITIES LLC, HarrisDirect LLC, and Joseph Stevens & Company, Inc.

Firm Information

Kevin Gleason is currently registered with Susquehanna Financial Group, Lllp. Susquehanna Financial Group, Lllp is a firm registered in all 50 states and the District of Columbia, as well as with the SEC. It was formed on July 25, 2002, and is classified as an "Other Types of Legal Formation".

Not reported

Assets Under Management

Not reported

Total Clients

128

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.

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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Kevin Gleason’s Registration & Firm History

PA

03/21/2017 - Present

Susquehanna Financial Group, Lllp (BALA CYNWYD PA)

NY

01/02/2014 - 03/21/2017

BNY MELLON CAPITAL MARKETS, LLC (NEW YORK NY)

NY

06/28/2006 - 03/21/2017

PERSHING LLC (NEW YORK NY)

NJ

01/03/2006 - 06/30/2006

E*TRADE SECURITIES LLC (JERSEY CITY NJ)

NJ

09/13/2004 - 12/31/2005

HARRISDIRECT LLC (JERSEY CITY NJ)

NY

01/14/2003 - 04/29/2003

JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)

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Licenses & Designations

BC

Issued 01/21/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2005

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/13/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kevin C. Gleason.
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