Kevin Conlon is a PFS-designated registered investment advisor at Kevin G. Conlon, CPA, PC, based in Rochester, NY, with 8 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1635 Brooks Avenue West, Rochester, NY, 14624
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kevin is involved with Conlon & Company CPA's PLLC, providing tax and accounting services for nearly full-time hours. He also manages Conlon Realty, LLC, a commercial rental property, dedicating minimal time each week.
Employment History
Current Registrations
Kevin G. Conlon, CPA, PC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.