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Mechel Kennedy Frost

& partners

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About Mechel Kennedy Frost

Mechel Kennedy Frost is an active investment advisor representative with &partners in Nashville, Tennessee. Mechel Frost has been working in the industry since February 28, 2000. Mechel Kennedy Frost holds the Series 7, 63, 65 and 66 licenses and has been registered with the Financial Industry Regulatory Authority (FINRA) for many years. Mechel Frost also holds investment advisor registrations in several states.

Firm Information

Mechel Frost is currently registered with & partners. &partners is a Limited Liability Company that was formed on December 7, 1995. They are headquartered in Nashville, TN and have offices in multiple states. The firm provides a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. &partners manages over $1 billion in assets for a diverse client base, including individuals, families, businesses, trusts, and charitable organizations. They are registered with the SEC and in all 51 states.
& partners

40 BURTON HILLS BLVD

NASHVILLE, TN 37215

$1.17B

Assets Under Management

254

Total Clients

250

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Trans fee, service charges; 12b-1; money market trls; bdsp

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Mechel Frost’s Registration & Firm History

TN

12/12/2021 - Present

&partners (NASHVILLE TN)

TN

04/08/2004 - 01/12/2011

UBS FINANCIAL SERVICES INC. (NASHVILLE TN)

GA

04/12/2002 - 05/12/2004

SUNTRUST SECURITIES, INC. (ATLANTA GA)

GA

01/28/1998 - 03/23/2000

SUNTRUST SECURITIES, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 01/15/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 05/13/2002

Series 66 - Uniform Combined State Law Examination

IA

Issued 09/23/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mechel Kennedy Frost.
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