Kyle Brown, financial advisor Chicago IL
90 score

Kyle Brown

CRD Number: 5962658
Current Firm: Guggenheim Investments

Kyle Brown (CRD# 5962658) is an Investment Advisor Representative working at Guggenheim Investments in Chicago, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Guggenheim Funds Distributors LLC Chicago, IL Feb 2016 - Current < 1
New Trier Lacrosse Club Winnetka, IL Mar 2015 - Current 1
New Trier Hockey Club Winnetka, IL Aug 2014 - Current 2
Edward Jones St Louis, MO Aug 2011 - Jan 2016 4
Sports Made Personal Niles, IL Jun 2009 - Jul 2011 2
Wilmette Bike And Sport Shop Wilmette, IL Jun 2005 - Jul 2011 6
Denison University Granville, OH Aug 2007 - May 2011 3
Pucks And Stick Camp Winnetka, IL Aug 2009 - Sep 2009 < 1
New Trier High School Winnetka, IL Aug 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Kyle Brown
Phone Number: 212-739-0700
Registered State(s):
  • CA
  • IL
  • MD
By the Numbers
  • Total Assets Under Management
    30,032
    MILLIONS
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $182,014,135
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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