linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Michael Kiely

Checchi Capital Advisers, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Michael Kiely

Kevin Michael Kiely is an Investment Advisor Representative registered in California, affiliated with Checchi Capital Advisers, LLC. Kevin has been in the industry since 2015.

Firm Information

Kevin Kiely is currently registered with Checchi Capital Advisers, LLC. Checchi Capital Advisers, LLC is a Beverly Hills, CA-based investment advisor with approximately $1.9 billion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, and pooled investment vehicles. They serve a variety of clients, including high-net-worth individuals, insurance companies, charitable organizations, other investment advisors, and corporations.
Checchi Capital Advisers, LLC

9720 WILSHIRE BLVD

BEVERLY HILLS, CA 90212

$1.90B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Minimum account fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Kiely’s Registration & Firm History

CA

10/05/2023 - Present

Checchi Capital Advisers, LLC (BEVERLY HILLS CA)

Not sure if Kevin Michael Kiely is right for you?

Licenses & Designations

IA

Issued 10/05/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Michael Kiely.
Not sure if Kevin Michael Kiely is right for you?