Kyle Shenk, financial advisor Glen Rock PA

Kyle Shenk

CRD Number: 6957279
Current Firm: Coastal Investment Advisors

Kyle Shenk (CRD# 6957279) is an Investment Advisor Representative working at Coastal Investment Advisors in Glen Rock, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Coastal Equities, Inc. Wilmington, DE Apr 2021 - Current 1
Springifled Company Glen Rock, PA May 2020 - Mar 2021 < 1
Hampden-sydney Farmville, VA Aug 2019 - Mar 2020 < 1
Incapital Boca Raton, FL May 2019 - Aug 2019 < 1
Hampden-sydney Farmville, VA Aug 2018 - May 2019 < 1
Incapital Boca Raton, FL May 2018 - Aug 2018 < 1
Hampden-sydney Farmville, VA Aug 2017 - May 2018 < 1
Safari Club Int Jackson Hole, WY May 2017 - Aug 2017 < 1
Hampden-sydney Farmville, VA Aug 2016 - May 2017 < 1
Regents Glen York, PA Jun 2016 - Aug 2016 < 1
York County School District York, PA Apr 2011 - Jun 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Kyle C. Shenk
Phone Number: 888-657-5200
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    844
    MILLIONS
  • Total Number of Accounts
    3,414
    ACCOUNTS
  • Average Account Value
    $247,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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