Kyle T. Reilly
Professional summary
Kyle Thomas Reilly, who also goes by Kyle Reilly, is a registered financial advisor currently at ALPS ADVISORS, INC. located in Denver, Colorado and ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC. located in Denver, Colorado.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Kyle has worked at 5 firms and has passed the Series 66, Series 7TO, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Thomas Reilly's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 26, 2021 - Present
ALPS ADVISORS, INC.
Office #1: 1290 Broadway, Suite 1000, Denver, CO 80203August 24, 2020 - Present
ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC.
Office #1: 1290 Broadway Suite 1000, Denver, CO 80203August 24, 2020 - Present
ALPS DISTRIBUTORS, INC.
Office #1: 1290 Broadway Suite 1000, Denver, CO 80203April 20, 2019 - August 10, 2020
KESTRA INVESTMENT SERVICES, LLC
January 20, 2015 - April 20, 2015
EDWARD JONES
Primary Firm SEC Registration
ALPS ADVISORS, INC.
CRD#: 134340 / SEC#: 801-67135
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/30/2021)
(9/26/2021)
Exams
Series 7TO
Date: 4/20/2019
General Securities Representative ExaminationFINRA
Current Firm
ALPS ADVISORS, INC.
CRD#: 134340 / SEC#: 801-67135
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 17 |
| AUM (Assets Under Management) | $ 30,756,201,205 |
Red Flags
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