Kyle Beatty, financial advisor Edina MN
93 score

Kyle Beatty

CRD Number: 1980599
Current Firm: Strategic Advisers, Inc.

Kyle Beatty (CRD# 1980599) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Edina, MN and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Edina, MN Jun 2013 - Current 3
Edward Jones St Louis, MO Feb 2013 - May 2013 < 1
Unemployed Minneapolis, MN May 2012 - Jan 2013 < 1
Portico Benefits Services Minneapolis, MN Jun 2005 - May 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Kyle A. Beatty
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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