Kevin Joseph Brey
Investment adviser representative at Wealthcare Advisory Partners LLC
11 yearsExperience
1 stateRegistered in
$8.3BFirm assets
12 yearsFirm 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
Experience
11 years in the industry.
- Wealthcare Advisory Partners LLCJun 2026 to now
- Advice and Planning ServicesJan 2019 to May 2026
- TIAA-CREF Individual & Institutional Services, LLCJan 2019 to May 2026
- Morgan StanleyAug 2017 to Dec 2018
- UnemployedDec 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 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
- 4239267
- Firm CRD
- 171976