Kyle Gauthier (CRD# 6857649) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Framingham, MA and has over 6 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Chestnut Hill, MA | Oct 2019 - Current | 4 |
| Charles Schwab Bank, Ssb | Chestnut Hill, MA | Oct 2019 - Current | 4 |
| Citizens Bank | Boston, MA | Sep 2017 - Oct 2019 | 2 |
| Citizens Securities, Inc. | Boston, MA | Sep 2017 - Oct 2019 | 2 |
| Unemployed | Lynn, Ma, MA | Mar 2017 - Sep 2017 | < 1 |
| San Diego Padres | Peoria, AZ | Jun 2016 - Mar 2017 | < 1 |
| Malone Fence Company | Salem, MA | Sep 2015 - Dec 2016 | 1 |
| Unemployed | Lynn, Ma, MA | May 2015 - Sep 2015 | < 1 |
| Rose International | Hartford, CT | Jan 2015 - May 2015 | < 1 |
| Unemployed | Lynn, Ma, MA | Oct 2014 - Jan 2015 | < 1 |
| Boston Sports Club | Lynnfield, MA | Jun 2014 - Sep 2014 | < 1 |
| Unemployed | Lynn, Ma, MA | Oct 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2018 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- RI
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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