Kevin Gerald Reilly

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 07/2022
  Korucenter Llc
  Denver, CO
• 02/2015 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 02/2015 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. EMINENCE CAPITAL, LP; NEW YORK, NY 10022; LIMITED PARTNER & INVESTOR - NO ACTIVE ROLE OR RESPONSIBILITIES; START 10/24/2001; 0 HRS. 2. EMERSON REAL ESTATE; DENVER, CO; REAL ESTATE AGENT; START 5/21/2014; APPROX 5 HRS/MONTH. 3. ILIT FOR MOTHER; TRUSTEE OF ILIT, MOTHER IS THE INSURED, NOT THE AGENT OF RECORD OF THE LIFE INSURANCE. 4. POWER OF ATTORNEY THROUGH SISTER'S WILL AND ESTATE DOCUMENTS. FINANCIAL POWER OF ATTORNEY AND HEALTH CARE POWER OF ATTORNEY. 5. INVESTEMENT PROPERTY; 60A GARFIELD ST, DENVER, CO 80206; OWNER; START 5/1/2026; APPROX 2 HRS/MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2015-04-02
• S63 Uniform Securities Agent State Law Examination
  1997-03-03

Designations

• Chartered Financial Consultant

Other Names

• Kevin Gerald Reilly