kevin-small

Kevin Small

CFP^®, AIF^®, ChFC^®, CLU^®

Kevin Small

Wealth Advisor

Kevin Small, CFP^®, AIF^®, ChFC^®, CLU^®, is a dedicated financial planner with a passion for helping clients achieve their financial goals. A University of Miami graduate with a degree in Finance, Kevin combines his academic foundation with advanced certifications to provide comprehensive wealth management strategies. With over a decade of experience, he specializes in retirement planning, investment management, and estate planning.

Outside of the office, Kevin and his wife Lauren are proud parents to their two young boys, Luca and Matteo. A true sports enthusiast, Kevin is an avid fan of the Miami Hurricanes, New York Jets, and Los Angeles Lakers. When he’s not cheering on his favorite teams, you can often find him out on the golf course enjoying a round with friends or colleagues.

CA Insurance Lic. # 0K84741.

New York
Pearl River
167 East Central Ave.
Pearl River, NY 10965

New York
55W 46th Street
Suite 2203,
New York, NY 10036

Connecticut
127 Broad Street
Unit 1A
Milford, CT 06460

845-638-6669
845-732-7411 fax

SERVICES
› Financial Planning
› Asset Management
› Estate Planning
› Risk Management

OUR TEAM
NEWS & EVENTS
CONTACT US

info@cmgnewyork.com

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org

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