Kyle Egnet, financial advisor Greenwood Village CO

Kyle Egnet

CRD Number: 6778551
Current Firm: Fidelity Personal And Workplace Advisors

Kyle Egnet (CRD# 6778551) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Greenwood Village, CO Nov 2019 - Current 1
Unemployed Fort Worth, TX Aug 2018 - Nov 2019 1
Fidelity Brokerage Services, LLC Westlake, TX Apr 2017 - Aug 2018 1
Staples North Andover, MA Apr 2014 - Mar 2017 2
Toyota Motor Corporation Epping, NH Jul 2013 - Apr 2014 < 1
Aj Electrics Haverhill, MA Jun 2011 - May 2013 1
Northern Essex Community College Haverhill, MA Aug 2009 - May 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
S63 Uniform Securities State Law Examination Sep 2017
Contact Info for Kyle J. Egnet
Phone Number: 617-563-7000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
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 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, WY

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