Joseph F. Kilner

KILNER CAPITAL ADVISORS

GAITHERSBURG, MD 20877

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CRD#: 4540098

Professional summary

Joseph Francis Kilner, who also goes by Joseph F Kilner, is a registered financial advisor currently at KILNER CAPITAL ADVISORS, LLC located in Gaithersburg, Maryland.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Joseph has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph F Kilner

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 Joseph Francis Kilner'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

June 23, 2006 - Present

KILNER CAPITAL ADVISORS, LLC

Office #1: 438 N. Frederick Ave. Suite 465, Gaithersburg, MD 20877

RIA

CRD#: 139521

GAITHERSBURG, MD

Past

December 12, 2005 - July 12, 2007

FSC SECURITIES CORPORATION

CRD#: 7461

GAITHERSBURG, MD

Past

March 15, 2004 - November 22, 2005

AMERICAN GENERAL SECURITIES INCORPORATED

RIA

CRD#: 13626

HOUSTON, TX

Past

September 29, 2003 - November 22, 2005

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

HOUSTON, TX

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".

KILNER CAPITAL ADVISORS, LLC

FINANCIAL RESOURCES GROUP | KILNER FINANCIAL GROUP, LLC | KILNER CAPITAL ADVISORS, LLC

CRD#: 139521 / SEC#: 801-69347

RIA

Registered Investment Advisory firm - (7/3/2008 Approved)

Maryland

Registered Investment Advisory firm - (7/30/2008 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.

Highlighted states indicate IAR registrations

IAR

Maryland
(6/23/2006)

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: 2/11/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/14/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/26/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KILNER CAPITAL ADVISORS, LLC

FINANCIAL RESOURCES GROUP | KILNER FINANCIAL GROUP, LLC | KILNER CAPITAL ADVISORS, LLC

CRD#: 139521 / SEC#: 801-69347

RIA

Registered Investment Advisory firm - (7/3/2008 Approved)

Maryland

Registered Investment Advisory firm - (7/30/2008 Terminated)

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Contact information

Main Address

438 N. Frederick Avenue Suite 465, Gaithersburg, MD 20877

Mailing Address

Phone number

(301) 840-0501

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

KILNER CAPITAL ADVISORS FORM ADV PART 2A (2/19/2025)

Regulatory assets under management

Total Number of Accounts	656
AUM (Assets Under Management)	$ 295,715,661

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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Joseph F. Kilner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Francis Kilner's CRS (Customer Relationship Summary).

Certified licenses

Experience

KILNER CAPITAL ADVISORS, LLC

FSC SECURITIES CORPORATION

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL SECURITIES INCORPORATED

Primary Firm SEC Registration

KILNER CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/11/2004

Series 63

Date: 11/14/2003

Series 6

Date: 9/26/2003

Current Firm

KILNER CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KILNER CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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