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Kevin F. Conley

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CRD#: 1053602
KC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin Francis Conley was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1982. Kevin had worked at 11 firms and has passed the Series 63, Series 65, SIE, Series 57, Series 3, Series 55, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 31, 2015 - April 11, 2022

REVERE SECURITIES LLC

BD
CRD#: 14178
NEW YORK, NY
Past

February 7, 2013 - June 6, 2013

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SAN DIEGO, CA
Past

October 7, 2009 - March 26, 2010

BGC FINANCIAL, L.P.

BD
CRD#: 19801
NEW YORK, NY
Past

October 16, 2007 - June 30, 2009

THE BENCHMARK COMPANY, LLC

BD
CRD#: 22982
NEW YORK, NY
Past

January 19, 2005 - October 22, 2007

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
CARLSBAD, CA
Past

March 10, 2003 - January 20, 2005

HAMPTON SECURITIES (USA), INC.

BD
CRD#: 46816
TORONTO, ONTARIO,
Past

July 8, 2002 - March 4, 2003

UNX LLC

BD
CRD#: 46145
BURBANK, CA
Past

April 3, 2002 - June 21, 2002

PCS SECURITIES, INC.

BD
CRD#: 47588
NEW YORK, NY
Past

December 9, 1986 - November 8, 2001

SWISS AMERICAN SECURITIES INC.

BD
CRD#: 7973
NEW YORK, NY
Past

June 20, 1985 - October 13, 1986

WECHSLER & CO., INC.

BD
CRD#: 3719
Past

August 24, 1982 - August 30, 1985

FAM DISTRIBUTORS, INC.

BD
CRD#: 4100

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/28/2015
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/29/2011
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 57
Date: 3/9/2017
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/26/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


RS
REVERE SECURITIES LLC
ASR DIVISION OF TRACK SECURITIES CORP | TRACK SECURITIES CORP. | REVERE WEALTH MANAGEMENT LLC | REVERE SECURITIES LLC | REVERE SECURITIES CORP. | M-W SECURITIES CORP. | BRIARCLIFF CAPITAL CORP.

CRD#: 14178 / SEC#: , 8-30511

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
560 Lexington Avenue 16th Floor, New York, NY 10022
Mailing Address
560 Lexington Avenue 16th Floor, New York, NY 10022
Phone number
(212) 688-2350
Established
Delaware since 12/31/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
REVERE INVESTMENT HOLDINGS LLCSHAREHOLDER
BODKIN, GREGORY PATRICKCHIEF COMPLIANCE OFFICER3008389
FULLMAN, SCOTT HOWARDPRESIDENT / CHIEF OPERATIONS OFFICER1516584
MORENO, WILLIAM FRANCISCEO / EXECUTIVE CHAIRMAN2801621
ZULUAGA, OSEASCFO / FINOP4186791

Disclosures


Regulatory Event14
Arbitration3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


REVERE SECURITIES LLC

CRD#: 14178

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