KEVIN G. CONLON, CPA, PC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
ROCHESTER, New York
CRD number
118099
Fee structure
Other

Firm profile

FINTRX

Overview

Kevin G. Conlon, Cpa, Pc operates as a small corporate accounting practice that maintains an advisory registration/affiliation but does not present as an active asset-gathering investment manager. The firm is owned by an individual and is classified as unclassified in industry listings. Its declared business activity is accounting, and it is associated with the industry categories of Other Investment Adviser and Accountant. The firm reports a non-standard fee structure labeled "Other" and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Investment activity appears limited. The firm is not listed as a capital allocator and there is no record of it operating as a discretionary money manager. Where investment products are referenced, they are basic pooled vehicles rather than direct allocations to third‑party alternative fund managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • KEVIN CONLON

    OwnerCRD 4483874

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ROCHESTER, NY

MONROE

Location

ROCHESTER, NY

Headquartered in ROCHESTER, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
MONROE
Address
1635 Brooks Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth