Kendra Lynn Kasznel Reilly
Investment Adviser Representative at Interchange Capital Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kendra Lynn Kasznel Reilly is an investment adviser representative with Interchange Capital Partners in Pittsburgh, PA, where they have been registered since 2020. They have worked in the securities industry since 2014 and have been registered with 3 firms, including UBS Financial Services Inc. and PNC Investments. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 99 (operations professional). They are registered to provide investment advice in Pennsylvania and Texas.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- UBS Financial Services IncNov 2015 – Jun 2020Pittsburgh, PA
- Interchange Capital PartnersJun 2020 – no end date reportedPittsburgh, PA
- Purshe Kaplan Sterling InvestmentsJun 2020 – Oct 2021Albany, NY
- Purshe Kaplan Sterling InvestmentsMay 2022 – Sep 2023Albany, NY
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Interchange Capital Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Business consulting and family advisory, liquidity and succession solutions, and family office and private wealth management. Services include developing liquidity strategies, aligning owner visions, leadership transition planning, family liquidity policy development, entity and ownership structure review, and exit strategy planning.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Pittsburgh, PA
- SEC file number:
- 801-118862
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 17, 2026
View full firm profileOther advisors at Interchange Capital Partners
7 other advisors in the directory
Similar advisors in Pittsburgh, PA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kendra Lynn Kasznel Reilly has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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