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Kevin Raymond Caron

Investment adviser representative at Washington Crossing Advisors LLC
19 yearsExperience
1 stateRegistered in
CFADesignation
$2BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

19 years in the industry.

  1. Washington Crossing Advisors, LLCAug 2007 to now
  2. Stifel, Nicolaus & Company, IncorporatedAug 2007 to now

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law1994

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Washington Crossing Advisors LLC

$2BAssets managed
3,257Clients
4Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2263747
Firm CRD
281511
Advisor's SEC record (opens in a new tab)
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