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Kendra Lynn Reilly

INTERCHANGE CAPITAL PARTNERS, LLC·PITTSBURGH, Pennsylvania
SIE, Series 7, Series 66, Series 99TOCFPClean record12 years registeredINTERCHANGE CAPITAL PARTNERS, LLC
301 GRANT STREET, PITTSBURGH, PA 15219CRD# 6298378Firm CRD# 309314

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kendra Lynn Reilly · PITTSBURGH, PA
Registration
CRD #6298378 · INTERCHANGE CAPITAL PARTNERS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

INTERCHANGE CAPITAL PARTNERS
Jun 2020 – present
UBS FINANCIAL SERVICES INC.
Nov 2015 – Jul 2020
PITTSBURGH, PA
PNC INVESTMENTS
Jun 2014 – Oct 2015
PITTSBURGH, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Series 99TO
Registration record
First registered · June 6, 2014
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTERCHANGE CAPITAL PARTNERS, LLC
CRD 309314 · SEC 801-118862
AUM
$270M
Regulatory assets under management
Employees
9
376 client accounts
Services offered by INTERCHANGE CAPITAL PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at INTERCHANGE CAPITAL PARTNERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kendra Lynn Reilly offer?
Kendra Lynn Reilly specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Kendra Lynn Reilly's credentials?
Kendra Lynn Reilly holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kendra Lynn Reilly located?
Kendra Lynn Reilly is based in PITTSBURGH, Pennsylvania, working with INTERCHANGE CAPITAL PARTNERS, LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Kendra Lynn Reilly charge for services?
Kendra Lynn Reilly's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTERCHANGE CAPITAL PARTNERS, LLC?
INTERCHANGE CAPITAL PARTNERS, LLC has approximately 9 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INTERCHANGE CAPITAL PARTNERS, LLC

Ahmiel Eliezer Baum
PITTSBURGH, PA
CFP
Brian David Baum
PITTSBURGH, PA
CFP

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