Kevin Bush
Advisor at Canopy Capital Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Canopy Capital Group
Location
Woburn, MA 01801
Credentials
Series 65
Industry experience
1 year
About
Kevin Bush is a Series 65-licensed financial advisor with Canopy Capital Group, bringing one year of industry experience. Prior to joining Canopy, he worked at MIT Lincoln Laboratory for nine years. Outside of his advisory role, he serves as a consultant in national security for a former employer. Canopy Capital Group provides sub-advisory portfolio management to other financial advisors through an internet-based platform, focusing primarily on fixed income securities alongside U.S. equities, ETFs, and mutual funds. The firm uses quantitative models and algorithms to implement client-selected strategies and offers tax-optimization tools while maintaining relationships with the underlying investors through its advisory clients.
Client services
Based on Canopy Capital Group
Portfolio management for registered investment advisors
Portfolio management for registered investment advisors
Fee options
Account minimum: $350,000 (may be waived at Adviser’s discretion)
Location
237 Lexington Street, Suite 207
Woburn, MA 01801
Most active in
Kevin B has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Work history
GoldenX Company
2022 - Present (4 years)
MIT Lincoln Laboratory
2013 - 2022 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Adam A
CFA®, Series 65
Cambridge, MA
Peabody River Asset Management, LLC
Charles L
Series 65
Wayland, MA
Levin Financial Planning
Robert L
Series 65
Arlington, MA
Aztec Capital LLC
Newton S
Series 63, Series 65
Reading, MA
MS Financial Services, LLC
Steve N
CFA®, Series 63
Boston, MA
Woodland Investment Consulting LLC
William C
CFP®, Series 65
Wellesley, MA
Curtin Financial Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")