Kyle Downey, financial advisor Holbrook NY
90 score

Kyle Downey

CRD Number: 6086385
Current Firm: American Portfolios Advisors, Inc.

Kyle Downey (CRD# 6086385) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
American Portfolios Financial Services, Inc. Holbrook, NY Aug 2012 - Current 4
Axa Advisors Rochester, NY Jun 2012 - Jul 2012 < 1
Siena College Latham, NY Jun 2008 - May 2012 3
Fairport Csd Fairport, NY Jun 2003 - Jun 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Kyle R. Downey
Phone Number: 631-439-4600 X127
Registered State(s):
  • CT
  • NJ
  • FL
  • IL
  • MA
  • MO
  • SC
  • VA
By the Numbers
  • Total Assets Under Management
    2,864
    MILLIONS
  • Total Number of Accounts
    14,826
    ACCOUNTS
  • Average Account Value
    $193,205
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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
  • Educational seminars/workshops
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
90
Clean Record
This advisor has a clean track record with regulators.

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