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KR

Kennedy S. Reardon

IFC ADVISORS
LOS ANGELES, CA 90025
Some features on this profile are disabled
CRD#: 7201727
KR

Professional summary

Kennedy S Reardon, who also goes by Kennedy Stone Reardon, is a registered financial advisor currently at IFC ADVISORS LLC located in Los Angeles, California.

Kennedy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kennedy has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kennedy Stone Reardon

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 Kennedy S Reardon'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

March 30, 2026 - Present

IFC ADVISORS LLC

Office #1: 11601 Wilshire Blvd Suite 1725, Los Angeles, CA 90025
RIA
CRD#: 332157
LOS ANGELES, CA
Past

December 20, 2021 - November 25, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
LOS ANGELES, CA
Past

December 20, 2021 - November 25, 2024

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
LOS ANGELES, CA
Past

March 10, 2020 - November 1, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
EL SEGUNDO, CA
Past

January 30, 2020 - November 1, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
EL SEGUNDO, CA

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".
IA
IFC ADVISORS LLC
IFC ADVISORS LLC

CRD#: 332157 / SEC#: 801-130735

RIA
Registered Investment Advisory firm - (7/24/2024 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
California
(3/30/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/5/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/30/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/23/2019
Securities Industry Essentials Examination

Current Firm

IA
IFC ADVISORS LLC
IFC ADVISORS LLC

CRD#: 332157 / SEC#: 801-130735

RIA
Registered Investment Advisory firm - (7/24/2024 Approved)
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Contact information

Main Address
11601 Wilshire Blvd Suite 1725, Los Angeles, CA 90025
Mailing Address
Phone number
(310) 596-1250
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IFC ADVISORS FORM ADV PART 2A WRAP BROCHURE (11/5/2025)
IFC ADVISORS FORM ADV PART 2A (11/5/2025)

Regulatory assets under management

Total Number of Accounts1,901
AUM (Assets Under Management)$ 2,336,846,478

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

IFC ADVISORS LLC

CRD#: 332157Los Angeles, CA 90025

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