Kevin Holt has been Managing Member/CCO of Market Street Wealth Management since September 2010, is a control person of the firm and directly owns under 5% of it. Kevin Holt studied at Eastern University.
Market Street Wealth Management, LLC is a West Chester, PA firm with $837M under management, 1,052 clients and 10 advisers across 7 offices, as of its March 2026 filing.
Kevin Holt is a partner and Co-Founder of Market Street Wealth Management. He entered financial services through the Morgan Stanley Dean Witter Elite Financial Advisor Training Program and, after three years there, partnered with Leppert to begin forming the firm. His primary emphasis is comprehensive financial planning, with a focus on income planning, investments, taxes and financial estate planning.
Kevin Holt’s longest registration is the current one, 15 years at Market Street Wealth Management since 2011. Before joining Market Street Wealth Management in 2011, Kevin Holt was registered through USA Financial Securities Corporation and Princor Financial Services Corporation.
- USA Financial Securities Corporation– · 4 yearsBala Cynwyd, PA · Adviser representative · Firm CRD 103857
- Princor Financial Services Corporation– · under a yearWest Chester, PA · Adviser representative · Firm CRD 1137
- Locust Street Securities, Inc.– · under a yearBoothwyn, PA · Adviser representative · Firm CRD 1703
Professional designations
Listed by Market Street Wealth Management
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
Kevin Holt is registered as an investment adviser representative in 2 states. The first approvals date from January 2011; the most recent is Texas, in November 2025.
- PennsylvaniaSince 3 January 2011
- TexasSince 6 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 10 August 2000 |
| Series 66 | Uniform Combined State Law Examination | 2 August 2000 |
| Series 7 | General Securities Representative Examination | 20 July 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Andrew Holt
- CRD
- 4198617
- Firm
- Market Street Wealth Management · CRD 155157
- Role
- Managing Member/CCO
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- marketstreetwealth.net
Where does Kevin Holt work?
Kevin Holt has been Managing Member/CCO of Market Street Wealth Management, LLC since September 2010, and is a control person of the firm.
Is Kevin Holt a financial advisor?
Yes. Kevin Holt has a current investment-adviser registration in Pennsylvania and Texas, through Market Street Wealth Management since January 2011.
How many years of experience does Kevin Holt have?
Kevin Holt has 25 years in the financial industry, since November 2000, across 4 adviser firms.
What exams has Kevin Holt passed?
Kevin Holt has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in July 2000. FINRA credited Kevin Holt with the SIE, which began in October 2018.
Where did Kevin Holt work before Market Street Wealth Management?
Before Market Street Wealth Management, Kevin Holt was registered through USA Financial Securities Corporation, August 2006 to December 2010; Princor Financial Services Corporation, February 2005 to January 2006; Locust Street Securities, Inc., July 2003 to November 2003.
Is Kevin Holt registered with FINRA?
Yes. Kevin Holt has a current broker registration, under CRD 4198617.
Source: FINRA BrokerCheck
Is Kevin Holt a CFP?
Market Street Wealth Management lists Kevin Holt with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
Source: Kevin Holt, C.F.P® biography, marketstreetwealth.net
How can I verify Kevin Holt’s record?
Search CRD 4198617 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kevin Holt’s full registration record.
