Kevin Auerbach
Investment adviser representative at Auerbach Investment Services, LLC
10 yearsExperience
3 statesRegistered in
ChFC®Designation
$150.2MFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Naritrader, LLCFeb 2024 to now
- Auerbach Investment Services, LLCSep 2017 to now
- Brookstone Capital Management, LLCOct 2016 to Oct 2017
- Ellis Investment Partners, LLCJan 2016 to Dec 2016
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (AL, PA, TX).
Auerbach Investment Services, LLC
$150.2MAssets managed
60Clients
2Advisers
Under 1 yearIn 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
- 2622423
- Firm CRD
- 290041