Kyle Kim, financial advisor Manasquan NJ

Kyle Kim

CRD Number: 2446395
Current Firm: The Private Client Advisory Group, LLC

Kyle Kim (CRD# 2446395) is an Investment Advisor Representative working at The Private Client Advisory Group, LLC in Manasquan, NJ and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
The Private Client Advisory Group LLC Manasquan, NJ Feb 2021 - Current 3
Lpl Financial LLC Dulles, VA Feb 2018 - Current 6
Sole Proprietor Dulles, VA May 2005 - Current 18
Lpl Financial LLC Dulles, VA Feb 2018 - Feb 2021 3
Invest Financial Corporation Tampa, FL Aug 2005 - Feb 2018 12
Invest Financial Corporation Tampa, FL May 2005 - Feb 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
S65 NASAA Investment Advisors Law Examination May 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kyle J. Kim
Phone Number: 732-702-2844
Firm Website: http://www.thepcag.com
Registered State(s):
  • MD
  • NJ
  • NY
  • VA
By the Numbers
  • Total Assets Under Management
    41
    MILLIONS
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $157,361
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MD, NJ, NY, PA, VA

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