Kevin Sanchez
Investment adviser representative at Allworth Financial, L.P.
10 yearsExperience
1 stateRegistered in
$33.6BFirm assets
19 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 assetsFixed or flat feePerformance-based
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
10 years in the industry.
- Allworth Financial, L.P.Jul 2026 to now
- Sachetta, LLCSep 2025 to Jul 2026
- Allied UniversalApr 2025 to Aug 2025
- Keenan FinancialJun 2024 to Jan 2025
- TargetJun 2023 to Jan 2025
- MathtalkJun 2023 to Aug 2023
- Bon App�titJan 2023 to May 2024
- Wesleyan University Residential OfficeAug 2022 to May 2024
- Wesleyan Rj Julia BookstoreAug 2021 to Dec 2022
- Wesleyan UniversityAug 2020 to May 2024
- MarshallsApr 2019 to Aug 2020
- Abcd ; Medicine Wheel ProductionwJun 2017 to Aug 2017
- Roxbury Prep High SchoolAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 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
- 8030653
- Firm CRD
- 111167