Kerry P. Tallon

POST RESCH TALLON GROUP

Pittsford, NY 14534

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CRD#: 2771471

Professional summary

Kerry Patrick Tallon, CFP®, who also goes by Kerry P Tallon, is a registered financial advisor currently at POST RESCH TALLON GROUP located in Pittsford, New York and LPL FINANCIAL LLC located in Pittsford, New York.

Kerry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Kerry has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Services Offered

Debt Management

Retirement Planning

Comprehensive Financial Planning

Investment Planning

Estate Planning

Aliases

Kerry P Tallon

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 Kerry Patrick Tallon'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®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

June 16, 2021 - Present

POST RESCH TALLON GROUP

Office #1: 1163 Pittsford-victor Rd. Suite 240, Pittsford, NY 14534

RIA

CRD#: 156302

Pittsford, NY

Current

July 10, 2025 - Present

LPL FINANCIAL LLC

Office #1: 1163 Pittsford-victor Road Suite 240, Bldg. 4, Pittsford, NY 14534

RIA

CRD#: 6413

PITTSFORD, NY

Past

July 10, 2025 - July 13, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

May 4, 2021 - July 10, 2025

CADARET, GRANT & CO., INC.

RIA

CRD#: 10641

PITTSFORD, NY

Past

November 19, 2004 - July 10, 2025

CADARET, GRANT & CO., INC.

CRD#: 10641

PITTSFORD, NY

Past

May 21, 1999 - November 30, 2004

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

September 6, 1996 - June 1, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

POST RESCH TALLON GROUP

POST RESCH TALLON GROUP | POST RESCH TALLON GROUP, INC.

CRD#: 156302 / SEC#: 801-73147

RIA

Registered Investment Advisory firm - (2/10/2012 Approved)

New York

Registered Investment Advisory firm - (9/5/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(7/10/2025)

Arizona
(7/10/2025)

California
(7/10/2025)

Colorado
(7/10/2025)

Connecticut
(7/10/2025)

Delaware
(7/10/2025)

District of Columbia
(7/10/2025)

Florida
(7/10/2025)

Georgia
(7/10/2025)

Illinois
(7/10/2025)

Indiana
(7/10/2025)

Kansas
(7/10/2025)

Kentucky
(7/10/2025)

Maine
(7/10/2025)

Maryland
(7/10/2025)

Massachusetts
(7/10/2025)

Minnesota
(7/10/2025)

Missouri
(7/10/2025)

Nevada
(7/10/2025)

New Hampshire
(7/10/2025)

New Jersey
(7/10/2025)

IAR

New York
(6/16/2021)

New York
(7/10/2025)

North Carolina
(7/10/2025)

Ohio
(7/10/2025)

Oregon
(7/10/2025)

Pennsylvania
(7/10/2025)

Rhode Island
(7/10/2025)

South Carolina
(7/10/2025)

Texas
(7/10/2025)

Utah
(7/10/2025)

Vermont
(7/10/2025)

Virginia
(7/10/2025)

Washington
(7/10/2025)

West Virginia
(7/10/2025)

Wisconsin
(7/10/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/4/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/20/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/5/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/2/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

POST RESCH TALLON GROUP

POST RESCH TALLON GROUP | POST RESCH TALLON GROUP, INC.

CRD#: 156302 / SEC#: 801-73147

RIA

Registered Investment Advisory firm - (2/10/2012 Approved)

New York

Registered Investment Advisory firm - (9/5/2013 Terminated)

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Contact information

Main Address

1163 Pittsford-victor Road Suite 240, Pittsford, NY 14534

Mailing Address

Phone number

(585) 249-1030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

POST RESCH TALLON GROUP (8/12/2025)

PRT ADV 2A 071425 (8/12/2025)

Regulatory assets under management

Total Number of Accounts	852
AUM (Assets Under Management)	$ 293,093,524

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.

Contact information

xxxxx@xxxx.xxx

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kerry P. Tallon

Professional summary

Services Offered

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kerry Patrick Tallon's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CADARET, GRANT & CO., INC.

CADARET, GRANT & CO., INC.

KEYBANC CAPITAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

POST RESCH TALLON GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 10/4/1996

Series 63

Date: 9/20/1996

SIE

Date: 10/1/2018

Series 7

Date: 9/5/1996

Series 24

Date: 3/2/2005

FINRA

Current Firm

POST RESCH TALLON GROUP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POST RESCH TALLON GROUP

TRUST BUT VERIFY

Contact information

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