Kyle Thomas 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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kyle Reilly
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
ALPS ADVISERS, INC. | ALPS ADVISORS, INC.
Contact Information
Main Address
1290 Broadway, Suite 1000, Denver, CO 80203Mailing Address
Po Box 328, Denver, CO 80201-0328Phone Number
(303) 623-2577# of Employees
73SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
22AUM (Assets Under Management)
$38,832,034,748Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ALPS ADVISERS, INC. | ALPS ADVISORS, INC.
State Registrations and Notice Filings
(8/30/2021)
(9/26/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Kyle Thomas Reilly's CRS (Customer Relationship Summary).
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