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Kevin Patrick Iles

Investment Adviser Representative at Hammond ILES Wealth Advisors

Wethersfield, CTCRD #6335018Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kevin Patrick Iles is an investment adviser representative with Hammond ILES Wealth Advisors in Wethersfield, CT, where they have been registered since 2020. They have worked in the securities industry since 2017 and have been registered with 3 firms, including Ceros Financial Services, Inc. and Vanguard Marketing Corporation. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Connecticut and Texas.

Office

100 Great Meadow Road, Suite 701
Wethersfield, CT 06109

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Connecticut, Texas
Broker:
11 states and territories

Arizona, California, Connecticut, Florida, New Hampshire, New Jersey, North Carolina, Pennsylvania, South Carolina, Vermont, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/7/2020
Series 63
Uniform Securities Agent State Law Examination
Passed 8/10/2017
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/1/2017

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Hammond ILES Wealth AdvisorsCurrent
8/12/2020 – Wethersfield, CT
Ceros Financial Services, Inc.
9/4/2018 – 4/4/2022Wethersfield, CT
Vanguard Marketing Corporation
8/1/2017 – 8/27/2018Malvern, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. University of Pittsburgh
    Sep 2013 – Apr 2017Pittsburgh, PA
  2. Hammond Iles Wealth Advisors
    Apr 2014 – Jun 2017Wethersfield, CT
  3. The Vanguard Group, Inc.
    Jul 2017 – Aug 2018Malvern, PA
  4. Pittsburgh Penguins
    Aug 2016 – May 2017Pittsburgh, PA
  5. Ceros Financial Services, Inc.
    Aug 2018 – Mar 2022Rockville, MD
  6. Kelly Financial Group, LLC d/b/a Hammond Iles Wealth Advisors
    Aug 2018 – no end date reportedWethersfield, CT
  7. Kelly Financial Group, LLC d/b/a Hammond Iles Wealth Advisors
    Aug 2020 – no end date reportedWethersfield, CT
  8. Purshe Kaplan Sterling Investments
    May 2022 – no end date reportedAlbany, NY

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Hammond ILES Wealth Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCharitable Organizations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
4
Main office:
Wethersfield, CT
SEC file number:
801-64528

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 30, 2026

View full firm profile

Other advisors at Hammond ILES Wealth Advisors

3 other advisors in the directory

View Hammond ILES Wealth Advisors firm profile

Similar advisors in Wethersfield, CT

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin Patrick Iles 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kevin Patrick Iles (Hammond ILES Wealth Advisors)