Kevin Patrick O'regan
Investment adviser representative at Kayne Anderson Rudnick Investment Management, LLC
11 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$39.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Kayne Anderson Rudnick Investment Management, LLCApr 2019 to now
- Vp Distributors LLCApr 2019 to now
- Blackstone Advisory Partners L.P.Jan 2017 to Mar 2019
- The Blackstone GroupJan 2017 to Mar 2019
- Ngam Distribution, L.P.Apr 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 6 states (CA, MA, MD, NY, PA, RI).
Kayne Anderson Rudnick Investment Management, LLC
$39.4BAssets managed
24,735Clients
36Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5349395
- Firm CRD
- 104599