Kevin Joseph Rochford
Investment adviser representative at Clearwater Capital Partners
16 yearsExperience
1 stateRegistered in
$1.7BFirm assets
16 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
- Seminars and workshops
Experience
16 years in the industry.
- Clearwater Capital PartnersJan 2026 to now
- UnemployedJul 2025 to Jan 2026
- BernsteinJan 2023 to Jul 2025
- Satter ManagementSep 2019 to Dec 2022
- UnemployedSep 2018 to Sep 2019
- Bessemer Investor Services, Inc.Sep 2010 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Clearwater Capital Partners
Legal name: Clearwater Capital Advisors, LLC
$1.7BAssets managed
1,041Clients
15Advisers
16 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
- 4377119
- Firm CRD
- 139886