TrueAdvisor
TrueAdvisor
KR
CFP
KR
CFP

Kendra Lynn Kasznel Reilly

Interchange Capital Partners
11 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningBusiness OwnersHigh Net Worth
Interchange Capital Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
204 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$595.9M

Fee Structure

Location

301 Grant Street, Suite 3550, Pittsburgh, PA, 15219

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Interchange Capital Partners
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2022 - September 2023 · 1 yr 4 mos
Purshe Kaplan Sterling InvestmentsBroker
June 2020 - October 2021 · 1 yr 4 mos
UBS Financial Services INC.
November 2015 - July 2020 · 4 yrs 8 mos
UBS Financial Services INC.Broker
November 2015 - July 2020 · 4 yrs 8 mos
PNC Investments
June 2014 - October 2015 · 1 yr 4 mos
PNC InvestmentsBroker
March 2014 - October 2015 · 1 yr 7 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.