Kyle Braender (CRD# 5915030) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Hamilton Square, NJ and has over 12 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grove Point Advisors, LLC | Rockville, MD | Apr 2021 - Current | 3 |
| Grove Point Investments, LLC | Rockville, MD | Apr 2021 - Current | 3 |
| H. Beck, Inc. | Rockville, MD | Nov 2020 - Mar 2021 | < 1 |
| Citizens Securities, Inc. | Jamison, PA | Jun 2018 - Nov 2020 | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Mar 2018 - Jun 2018 | < 1 |
| Northwestern Mutual Investment Services LLC | Princeton, NJ | Jan 2018 - Jun 2018 | < 1 |
| Unemployed | Hamilton, NJ | Sep 2017 - Feb 2018 | < 1 |
| Investors Financial Group | Pennington, NJ | Sep 2014 - Sep 2017 | 3 |
| Td Bank | Moorestown, NJ | May 2014 - Sep 2014 | < 1 |
| Unemployed | Hamilton, NJ | Feb 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
- NJ
-
Total Assets Under Management2,360MILLIONS
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Total Number of Accounts9,920ACCOUNTS
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Average Account Value$237,890
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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