Kevin Guarino
Investment adviser representative at Clover Leaf Financial LLC
11 yearsExperience
1 stateRegistered in
$75MFirm assets
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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Clover Leaf Financial LLCJan 2026 to now
- LPL Financial, LLCJun 2020 to now
- Cetera Advisor NetworksOct 2019 to Jun 2020
- Clover Leaf Financial LLCSep 2019 to Jun 2020
- Caderet GrantJun 2018 to Jul 2019
- AycoOct 2017 to May 2018
- Midvale Country ClubMay 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Clover Leaf Financial LLC
$75MAssets managed
223Clients
2Advisers
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
- 6821323
- Firm CRD
- 335751