Kevin D. Riley

GODSEY & GIBB WEALTH MANAGEMENT

GREENVILLE, SC 29601

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CRD#: 2169482

Professional summary

Kevin David Riley is a registered financial advisor currently at GODSEY & GIBB WEALTH MANAGEMENT located in Greenville, South Carolina.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Kevin has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Kevin David Riley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

July 8, 2015 - Present

GODSEY & GIBB WEALTH MANAGEMENT

Office #1: 40 West Broad Street, Suite 350, Greenville, SC 29601

RIA

CRD#: 105650

GREENVILLE, SC

Past

December 23, 2013 - June 25, 2015

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

PONTE VEDRA BEACH, FL

Past

December 19, 2013 - June 25, 2015

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

PONTE VEDRA BEACH, FL

Past

February 21, 2013 - December 4, 2013

MARSHWINDS ADVISORY CO

RIA

CRD#: 105518

PONTE VEDRA BEACH, FL

Past

March 5, 1992 - August 23, 2012

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

JACKSONVILLE, FL

Past

March 2, 1992 - August 23, 2012

CHARLES SCHWAB & CO., INC.

CRD#: 5393

JACKSONVILLE, FL

Past

October 9, 1991 - January 22, 1992

F.N. WOLF & CO., INC.

CRD#: 13051

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GODSEY & GIBB WEALTH MANAGEMENT

GODSEY & GIBB ASSOCIATES | PLANNED AHEAD BY GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB INC

CRD#: 105650 / SEC#: 801-23685

RIA

Registered Investment Advisory firm - (3/5/1985 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/17/2015)

IAR

South Carolina
(8/18/2015)

IAR

Texas
(3/1/2017)

IAR

Virginia
(7/8/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/7/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/11/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/25/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/8/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 2/3/1995

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

GODSEY & GIBB WEALTH MANAGEMENT

GODSEY & GIBB ASSOCIATES | PLANNED AHEAD BY GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB INC

CRD#: 105650 / SEC#: 801-23685

RIA

Registered Investment Advisory firm - (3/5/1985 Approved)

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Contact information

Main Address

6806 Paragon Pl, Ste 230, Richmond, VA 23230

Mailing Address

Phone number

(804) 285-7333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B - BROCHURE SUPPLEMENT (9/15/2025)

ADV PART II - A - BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	1,787
AUM (Assets Under Management)	$ 1,396,829,464

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/30/2025	Cover Page	Report
05/29/2024	Cover Page	Report
05/11/2023	Cover Page	Report

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.

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Advisor Monitoring

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Kevin D. Riley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin David Riley's CRS (Customer Relationship Summary).

Certified licenses

Experience

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

MARSHWINDS ADVISORY CO

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

F.N. WOLF & CO., INC.

Primary Firm SEC Registration

GODSEY & GIBB WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/7/2013

Series 63

Date: 9/11/1991

SIE

Date: 6/25/2015

Series 7

Date: 10/8/1991

Series 8

Date: 2/3/1995

Current Firm

GODSEY & GIBB WEALTH MANAGEMENT

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GODSEY & GIBB WEALTH MANAGEMENT

TRUST BUT VERIFY

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