Kevin
O'Regan
Kayne Anderson Rudnick Investment Management, LLC
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About this Advisor
Kevin O'Regan is a certified financial planner based out of Los Angeles, California, who has 4 years of relevant experience. O'Regan works at Kayne Anderson Rudnick Investment Management, LLC. Their career trajectory has included roles at John Hancock Funds, LLC, Manulife Asset Management (Us) LLC, Quasar Distibutors, LLC, Balter Liquid Alternatives, Ngam Distribution, L.P, The Blackstone Group, Blackstone Advisory Partners L.P, Kayne Anderson Rudnick Investment Management and Vp Distributors LLC. O'Regan holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to work in California, Massachusetts, New York and Rhode Island. Kayne Anderson Rudnick Investment Management, LLC is an advisory business based in Los Angeles, CA. The company has offices in 16 locations and a total of 114 advisors. It manages $34 billion in assets under management across its 26,684 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 36 charities and foundations. Of its 26,684 client accounts, 56% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advice usually vary depending on the financial services. Fee types billed by Kayne Anderson Rudnick Investment Management, LLC can be comprised of any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kayne Anderson Rudnick Investment Management, LLC Brokerage Details
$33,531,267,174
114
26,684
$1,256,606
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Kevin O'Regan Work History
Kevin has been registered as a financial advisor for 4 years.*
Kayne Anderson Rudnick Investment Management
Vp Distributors LLC
The Blackstone Group
Blackstone Advisory Partners L.P
Ngam Distribution, L.P
Quasar Distibutors, LLC
Balter Liquid Alternatives
Manulife Asset Management (Us) LLC
John Hancock Funds, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin O'Regan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kayne Anderson Rudnick Investment Management, LLC
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.