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Vice President/chief Compliance Officer/treasurer · Post Resch Tallon Group

Kerry P. Tallon

CRD 2771471 · Named on Form ADV at one SEC-registered adviser

At a glance

Post Resch Tallon Group, an SEC-registered wealth manager based in Pittsford, NY with $340 million in regulatory assets, lists Kerry P. Tallon on its Form ADV as Vice President/chief Compliance Officer/treasurer, a control person.

Firms and roles

  • Post Resch Tallon GroupVice President/chief Compliance Officer/treasurerWealth manager · Pittsford, NY · $340M in regulatory assets

AtlasMembers

Kerry’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kerry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.