Kerry Patrick Tallon

Employer firm

Post Resch Tallon Group CRD 156302

$340M regulatory AUM 4 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Post Resch Tallon Group

1163 Pittsford-Victor Road Suite 240, Pittsford, NY 14534 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-16

NY RA
APPROVED

Since 2021-06-16

Branch Locations

1163 Pittsford-Victor Rd. Suite 240, Pittsford, NY 14534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cadaret, Grant & Co., Inc.	Pittsford	NY	11/2004	Present
Post Resch Tallon Group, Inc.	Pittsford	NY	11/2004	Present
Lpl Financial Llc	Pittsford	NY	07/2025	Present

11/2004 → Present

Cadaret, Grant & Co., Inc.

Pittsford, NY
11/2004 → Present

Post Resch Tallon Group, Inc.

Pittsford, NY
07/2025 → Present

Lpl Financial Llc

Pittsford, NY

Previous Registrations

2021-05-04 → 2025-07-10

Cadaret, Grant & Co., Inc.

Pittsford, NY

Batavia, NY

Other Businesses

POST RESCH TALLON GROUP ADVISORS, PITTSFORD, NY, IAR, OWNER, START 1/11, 50% OF TIME DEVOTED TO ACTIVITY. Sales of insurance, Life, accident and health, LTC and annuities in NY through various companies since 1996. 1% of business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-10-04
S63	Uniform Securities Agent State Law Examination	1996-09-20

S65 Uniform Investment Adviser Law Examination

1996-10-04
S63 Uniform Securities Agent State Law Examination

1996-09-20

Designations

Certified Financial Planner

Other Names

Kerry P Tallon

View on SEC IAPD