Kevin Andrew Holt
Investment Adviser Representative at Market Street Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kevin Andrew Holt is an investment adviser representative with Market Street Wealth Management in West Chester, PA, where they have been registered since 2011. They have worked in the securities industry since 2000 and have been registered with 4 firms, including USA Financial Securities Corporation and Princor Financial Services Corporation. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in Pennsylvania and Texas.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania, Texas
- Broker:
14 states and territories
Arizona, California, Colorado, Connecticut, Delaware, Florida, Maryland, New Jersey, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Principal LIFE InsuranceOct 2003 – no end date reportedWest Chester, PA
- Market Street Financial GroupMar 2005 – no end date reportedWest Chester, PA
- USA Financial Securities CorporationFeb 2006 – no end date reportedAda, MI
- Market Street Wealth Management, LLCJan 2011 – no end date reportedWest Chester, PA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Market Street Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Up to $1,000,0001.13%
- $1,000,001 to $2,000,0000.92%
- $2,000,001 to $5,000,0000.80%
- $5,000,000 and over0.68%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Tax planning and preparation, retirement income planning, Medicare and health care planning, portfolio management, legacy planning, property and casualty insurance, and access to legal services.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 4
- Main office:
- West Chester, PA
- Founded:
- 1992
- SEC file number:
- 801-81172
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 5, 2026
View full firm profileOther advisors at Market Street Wealth Management
10 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin Andrew Holt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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