Kevin Patrick Iles
Financial advisor at Hammond Iles Wealth Advisors · Wethersfield, CT
Last updated 2026-10-10
Claim your profileKevin Patrick Iles is a financial advisor at Hammond Iles Wealth Advisors in Wethersfield, CT, CRD 6335018. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2020-08-12.
Registration
- CRD number
- 6335018
- Registration status
- Active
- IAPD registration
- 2020-08-12
- Industry Experience
- 6 years
- Work Experience
- 13 years
- States registered
- CT, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2013-09 to 2017-04 · University of Pittsburgh · Pittsburgh, PA
- 2014-04 to 2017-06 · Hammond Iles Wealth Advisors · Wethersfield, CT
- 2017-07 to 2018-08 · The Vanguard Group, Inc. · Malvern, PA
- 2016-08 to 2017-05 · Pittsburgh Penguins · Pittsburgh, PA
- 2018-08 to 2022-03 · Ceros Financial Services, Inc. · Rockville, MD
- 2018-08 to Present · Kelly Financial Group, LLC D/b/a Hammond Iles Wealth Advisors · Wethersfield, CT
- 2020-08 to Present · Kelly Financial Group, LLC D/b/a Hammond Iles Wealth Advisors · Wethersfield, CT
- 2022-05 to Present · Purshe Kaplan Sterling Investments · Albany, NY
Current employment
- Hammond Iles Wealth Advisors · Wethersfield, CT
Hammond Iles Wealth Advisors
- Regulatory AUM
- $474,882,133
- Registered advisors
- 5
- Offices
- 5
- Clients per advisor
- 196.4 (High)
- Average AUM per client
- $483.6K (Low)
- High-net-worth client ratio
- 12.9% (Low)
Hammond Iles Wealth Advisors: advisors, services and reported ETF investments
About
Kevin Patrick Iles is a financial advisor at Hammond Iles Wealth Advisors in Wethersfield, CT. Reported securities licenses include Series 63 and Series 65. The latest record indicates 6 years of industry experience and 13 years of reported work history. Reported roles include Purshe Kaplan Sterling Investments, Kelly Financial Group, LLC D/b/a Hammond Iles Wealth Advisors, Ceros Financial Services, Inc., The Vanguard Group, Inc., among others.
SEC disclosures list additional business and community activities: 1) 1: Kelly financial group, llc d/b/a hammond iles wealth advisors 2; Investment related 3.
Hammond Iles Wealth Advisors' firm-level Form ADV reports 5 advisors across 5 offices; approximately 196.4 clients per advisor, average assets per client of $483,587, and regulatory AUM of $474.9M; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Educational Seminars or Workshops.
What this firm offers
Filed by Hammond Iles Wealth Advisors on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
Location
100 Great Meadow Road, Wethersfield, CT 06109
5 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 860-258-2600
- Website: hammondiles.com
- Youtube
Official record
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