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KC

Kevin G. Conlon

KEVIN G. CONLON, CPA, PC
Rochester, NY 14624
Some features on this profile are disabled
CRD#: 4483874
KC

Professional summary

Kevin George Conlon is a registered financial advisor currently at KEVIN G. CONLON, CPA, PC located in Rochester, New York.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kevin has worked at 1 firm and has passed the Series 65 exam.

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 George Conlon's 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 28, 2017 - Present

KEVIN G. CONLON, CPA, PC

Office #1: 1635 Brooks Avenue West, Rochester, NY 14624
RIA
CRD#: 118099
Rochester, NY

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
(2/10/2026)
IAR
New York
(8/11/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/30/2003
Uniform Investment Adviser Law Examination

Current Firm

KG
KEVIN G. CONLON, CPA, PC
CONLON & COMPANY CERTIFIED PUBLIC ACCOUNTANTS, P.C. | KEVIN G. CONLON, CPA, PC

CRD#: 118099 / SEC#:

Florida
Registered Investment Advisory firm - (7/28/2017 Approved)
New York
Registered Investment Advisory firm - (1/18/2002 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1635 Brooks Avenue, Rochester, NY 14624
Mailing Address
Phone number
(585) 328-4990
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

KEVIN G. CONLON, CPA, PC

CRD#: 118099Rochester, NY 14624

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