Kevin Joseph Carroll
Investment adviser representative at Fiduciary Capital Management LLC
12 yearsExperience
1 stateRegistered in
$149.8MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Fiduciary Capital Management LLCJun 2026 to now
- Complete Staffing SolutoinsJun 2024 to now
- Buell SecuritiesAug 2021 to Jun 2024
- LPL Financial, LLCFeb 2019 to Jul 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2019
- Wells Fargo Advisors LLCNov 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CT).
Fiduciary Capital Management LLC
$149.8MAssets managed
74Clients
14Advisers
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
- 3124942
- Firm CRD
- 340618