Kendra L. Reilly

INTERCHANGE CAPITAL PARTNERS

PITTSBURGH, PA 15219

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CRD#: 6298378

Professional summary

Kendra Lynn Kasznel Reilly, CFP®, CIMA®, who also goes by Kendra Lynn Kasznel, Kendra Kasznel, Kendra Lynn Reilly, Kendra Reilly, is a registered financial advisor currently at INTERCHANGE CAPITAL PARTNERS located in Pittsburgh, Pennsylvania.

Kendra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kendra has worked at 4 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kendra Lynn Kasznel | Kendra Kasznel | Kendra Lynn Reilly | Kendra Reilly

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.

1) 1. Interchange Capital Partners 2. Investment Related 3. 301 Grant St. Ste 270, Pittsburgh, PA 15219 4. Investment advisory 5. Senior Director - Relationship Manager 6. 6/12/2020 7. 160/mo 8 160/mo 9. Relationship management, client advisory, financial planning

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kendra Lynn Kasznel Reilly'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

CIMA^®

Certified Investment Management Analyst

Experience

Current

June 12, 2020 - Present

INTERCHANGE CAPITAL PARTNERS

Office #1: 301 Grant Street Suite 3550, Pittsburgh, PA 15219

RIA

CRD#: 309314

PITTSBURGH, PA

Past

May 17, 2022 - September 15, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Pittsburgh, PA

Past

June 12, 2020 - October 5, 2021

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Pittsburgh, PA

Past

November 18, 2015 - July 6, 2020

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

PITTSBURGH, PA

Past

November 18, 2015 - July 6, 2020

UBS FINANCIAL SERVICES INC.

CRD#: 8174

PITTSBURGH, PA

Past

June 6, 2014 - October 30, 2015

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

PITTSBURGH, PA

Past

March 13, 2014 - October 30, 2015

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PITTSBURGH, PA

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".

INTERCHANGE CAPITAL PARTNERS

INTERCHANGE CAPITAL PARTNERS | INTERCHANGE CAPITAL PARTNERS, LLC

CRD#: 309314 / SEC#: 801-118862

RIA

Registered Investment Advisory firm - (6/8/2020 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

Pennsylvania
(6/12/2020)

IAR

Texas
(6/12/2020)

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 66

Date: 6/6/2014

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/13/2014

General Securities Representative Examination

Current Firm

INTERCHANGE CAPITAL PARTNERS

INTERCHANGE CAPITAL PARTNERS | INTERCHANGE CAPITAL PARTNERS, LLC

CRD#: 309314 / SEC#: 801-118862

RIA

Registered Investment Advisory firm - (6/8/2020 Approved)

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Contact information

Main Address

301 Grant Street Suite 3550, Pittsburgh, PA 15219

Mailing Address

Phone number

(412) 307-4230

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTERCHANGE CAPITAL PARTNERS, LLC ADV BROCHURE (10/14/2025)

Regulatory assets under management

Total Number of Accounts	1,266
AUM (Assets Under Management)	$ 595,946,643

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/26/2025	Cover Page	Report
11/25/2024	Cover Page	Report
12/19/2023	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

Firm Stability Insights

Kendra L. Reilly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kendra Lynn Kasznel Reilly's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

PURSHE KAPLAN STERLING INVESTMENTS

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

INTERCHANGE CAPITAL PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/6/2014

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/13/2014

Current Firm

INTERCHANGE CAPITAL PARTNERS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

INTERCHANGE CAPITAL PARTNERS

TRUST BUT VERIFY

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