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KEVIN CLARIDAY INVESTMENT ADVISOR

KEVIN PATRICK CLARIDAY

CRD 139722 · SEC 801-66344

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$21.8M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-02-17

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals1$300K
High net worth individuals4$21.5M

Official SEC filing: View on IAPD