Kevin Patrick Iles
Investment adviser representative at Hammond Iles Wealth Advisors
13 yearsExperience
2 statesRegistered in
$474.9MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Purshe Kaplan Sterling InvestmentsMay 2022 to now
- Hammond Iles Wealth AdvisorsAug 2020 to now
- Kelly Financial Group, LLC d/b/a Hammond Iles Wealth AdvisorsAug 2018 to now
- Ceros Financial Services, Inc.Aug 2018 to Mar 2022
- The Vanguard Group, Inc.Jul 2017 to Aug 2018
- Pittsburgh PenguinsAug 2016 to May 2017
- Hammond Iles Wealth AdvisorsApr 2014 to Jun 2017
- University of PittsburghSep 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Hammond Iles Wealth Advisors
Legal name: Kelly Financial Group, LLC
$474.9MAssets managed
982Clients
5Advisers
21 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
- 6335018
- Firm CRD
- 136372