Kevin Hodson has been an investment adviser representative at AAF Wealth Management since February 2019, and is not listed among the firm’s executive officers or direct owners. Kevin Hodson holds a Bachelor's degree from Providence College.
Aaf Wealth Management, LLC is a Westborough, MA firm with $728M under management, 293 clients and 6 advisers in one office, as of its March 2026 filing.
Kevin P. Hodson is Director of Investments & Wealth Advisor of AAF Wealth Management. He oversees the management of the firm's investment portfolios and leads its investment committee in establishing and expressing global investment strategies. He brings 25 years of experience in financial services and six years of service as an active-duty officer in the United States Marine Corps.
Kevin Hodson’s longest registration was 9 years at Strategic Advisers, Inc. (2008–2018). Before joining AAF Wealth Management in 2019, Kevin Hodson was registered through Ferris Capital, LLC and Strategic Advisers, Inc.
- Aaf Wealth Management, LLCCurrent– present · 7 yearsWestborough, MA · Adviser representative · Firm CRD 164646
- Ferris Capital, LLC– · under a yearMarlborough, MA · Adviser representative · Firm CRD 160116
- Strategic Advisers, Inc.– · 9 yearsFramingham, MA · Adviser representative · Firm CRD 104555
Professional designations
Listed by AAF Wealth Management
- Chartered Market Technician (CMT)
- Chartered Alternative Investment Analyst (CAIA)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Kevin Hodson is registered as an investment adviser representative in Massachusetts, since February 2019.
- MassachusettsSince 22 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 March 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 September 2005 |
| Series 7 | General Securities Representative Examination | 3 July 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 December 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kevin Patrick Hodson
- CRD
- 2691728
- Firm
- AAF Wealth Management · CRD 164646
- Office
- 50 WASHINGTON STREET, Westborough, MA 01581
- Registration
- Investment adviser registration
- In the industry since
- August 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aafwealthmanagement.com
Where does Kevin Hodson work?
Kevin Hodson is an investment adviser representative registered through Aaf Wealth Management, LLC since February 2019, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Hodson a financial advisor?
Yes. Kevin Hodson has a current investment-adviser registration in Massachusetts, through AAF Wealth Management since February 2019.
How many years of experience does Kevin Hodson have?
Kevin Hodson has 24 years in the financial industry, since August 2002, across 3 adviser firms.
What exams has Kevin Hodson passed?
Kevin Hodson has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 66. The earliest, the Series 6, was passed in December 1995. FINRA credited Kevin Hodson with the SIE, which began in October 2018.
Where did Kevin Hodson work before AAF Wealth Management?
Before AAF Wealth Management, Kevin Hodson was registered through Ferris Capital, LLC, June 2018 to February 2019; Strategic Advisers, Inc., April 2008 to March 2018.
Where is Kevin Hodson based?
Kevin Hodson’s registered office is in Westborough, MA.
Is Kevin Hodson registered with FINRA?
No. Kevin Hodson has no current broker registration.
How can I verify Kevin Hodson’s record?
Search CRD 2691728 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Hodson’s full registration record.
