Kendra
Reilly

Interchange Capital Partners

CRD#6298378
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Kendra Reilly is a certified financial planner based out of Pittsburgh, Pennsylvania who has 3 years of industry experience. Reilly is on the advisory team at Interchange Capital Partners. Throughout their career, Reilly has worked at Pnc Bank, Pnc Investments, Pncbank, Ubs Financial Services Inc, Interchange Capital Partners and Purshe Kaplan Sterling Investments. Reilly holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania and Texas. Interchange Capital Partners is a business based in Pittsburgh, PA. The investment advisory business has a total of 10 employees. It handles $217 million in assets across its 367 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 367 accounts, 51% are held by high-net-worth investors who have greater than $1 million in assets. Interchange Capital Partners performs a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial management fees usually depend on which services the firm provides the client. However, fee types charged by Interchange Capital Partners may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

301 Grant Street Suite 3550
Pittsburgh, PA 15219

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Interchange Capital Partners Brokerage Details

Total Assets Under Management

$217,139,540

PA Average: $15,833,994,310
Total Number of Employees

10

PA Average: 41
Total Number of Accounts

367

PA Average: 3,342
Average Account Size

$591,661

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Kendra Reilly Work History

Kendra has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Purshe Kaplan Sterling Investments

2020 - Present (4 years)

Interchange Capital Partners

2020 - 2021 (1 year)

Purshe Kaplan Sterling Investments

2015 - 2020 (5 years)

Ubs Financial Services Inc

2014 - 2015 (1 year)

Pnc Bank

2014 - 2015 (1 year)

Pnc Investments

2013 - 2014 (1 year)

Pncbank

2012 - 2013 (1 year)

Pncbank

*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 Kendra Reilly 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 Interchange Capital Partners

Christopher Duerr
Pittsburgh, PA
Kendra Reilly
Pittsburgh, PA
Brian Baum
Pittsburgh, PA
Kenneth Chapel
Pittsburgh, PA
Ahmiel Baum
Pittsburgh, PA

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.

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