Investment adviser representative · Mooney Financial
Kevin W. Sides
CRD 5484129 · Jacksonville Beach, FL
At a glance
Kevin W. Sides is an investment adviser representative with Mooney Financial in Jacksonville Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kevin’s SEC record dates to 2008, about 18 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Mooney FinancialSince November 2024Jacksonville Beach, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kevin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.