Kevin Michael Kiely
Investment adviser representative at Checchi Capital Advisers, LLC
11 yearsExperience
1 stateRegistered in
$2.6BFirm assets
19 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Checchi Capital Advisers, LLCJul 2021 to now
- DeloitteJan 2020 to Jul 2021
- UnemployedJun 2019 to Jan 2020
- DeloitteJun 2018 to Aug 2018
- Berry GlobalJun 2017 to Aug 2017
- Southern Methodist UniversityAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Checchi Capital Advisers, LLC
$2.6BAssets managed
241Clients
9Advisers
19 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
- 7798417
- Firm CRD
- 143478