Kevin Flesch has been an investment adviser representative at Millstone Financial Group Limited Liability since April 2024, and is not listed among the firm’s executive officers or direct owners.
Millstone Financial Group Limited Liability Company is a Princeton, NJ firm with $104M under management, 297 clients and 6 advisers across 3 offices, as of its June 2026 filing.
Kevin Flesch’s longest registration was 6 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2017–2024). Before joining Millstone Financial Group Limited Liability in 2024, Kevin Flesch was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Millstone Financial GroupCurrent– present · 2 yearsPrinceton, NJ · Adviser representative · Firm CRD 297882
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 6 yearsPennington, NJ · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Kevin Flesch is registered as an investment adviser representative in New Jersey, since April 2024.
- New JerseySince 16 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 May 2017 |
| Series 7 | General Securities Representative Examination | 5 April 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Charles Flesch
- CRD
- 6760156
- Firm
- Millstone Financial Group Limited Liability · CRD 297882
- Office
- 902 CARNEGIE CENTER BLVD, SUITE 130, Princeton, NJ 08540
- Registration
- Investment adviser registration
- In the industry since
- April 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Kevin Flesch work?
Kevin Flesch is an investment adviser representative registered through Millstone Financial Group Limited Liability Company since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Flesch a financial advisor?
Yes. Kevin Flesch has a current investment-adviser registration in New Jersey, through Millstone Financial Group Limited Liability since April 2024.
How many years of experience does Kevin Flesch have?
Kevin Flesch has 9 years in the financial industry, since April 2017, across 2 adviser firms.
What exams has Kevin Flesch passed?
Kevin Flesch has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2017. FINRA credited Kevin Flesch with the SIE, which began in October 2018.
Where did Kevin Flesch work before Millstone Financial Group Limited Liability?
Before Millstone Financial Group Limited Liability, Kevin Flesch was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, May 2017 to April 2024.
Where is Kevin Flesch based?
Kevin Flesch’s registered office is in Princeton, NJ.
Is Kevin Flesch registered with FINRA?
No. Kevin Flesch has no current broker registration.
How can I verify Kevin Flesch’s record?
Search CRD 6760156 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Flesch’s full registration record.