Kyle Cronan (CRD# 3041874) is an Investment Advisor Representative working at Stirlingshire Investments in The Woodlands, TX and has over 19 years of experience in the finance industry.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stirlingshire Investments | Nyc, NY | Mar 2024 - Current | < 1 |
| American United Life | Houston, TX | May 2015 - Current | 8 |
| Oneamerica Securities | Houston, TX | Mar 2024 - Mar 2024 | < 1 |
| Bbva Securities Inc. | The Woodlands, TX | Mar 2014 - Jun 2015 | 1 |
| Bbva Wealth Solutions Inc. | The Woodlands, TX | Mar 2014 - Jun 2015 | 1 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Mar 2014 - Jun 2015 | 1 |
| Compass Bank | Birmingham, AL | Feb 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2005 |
- TX
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts97ACCOUNTS
-
Average Account Value$381,009
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, GA, IL, MA, NC, NY, OH, PA, TX
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