Kyle DowneyCRD 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 5 years of experience in the finance industry.
American Portfolios Advisors, Inc.
Scholtz & Co
Royal Alliance Associates, Inc.
|American Portfolios Financial Services, Inc.||Holbrook, NY||Aug 2012 - Current||5|
|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|
Total Assets Under Management3,158MILLIONS
Total Number of Accounts17,315ACCOUNTS
Average Account Value$182,412
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Publication of periodicals or newsletters
- 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, VT, WA, WI, WV, WY