Kyle Fitzpatrick, financial advisor King Of Prussia PA

Kyle Fitzpatrick

CRD Number: 6199671
Current Firm: Truist Advisory Services, Inc.

Kyle Fitzpatrick (CRD# 6199671) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in King Of Prussia, PA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Truist Investment Services, Inc. Collegeville, PA Feb 2021 - Current 3
Truist Advisory Services, Inc. Atlanta, GA Feb 2021 - Current 3
Bb&t Securities, LLC King Of Prussia, PA Jan 2021 - Feb 2021 < 1
Bb&t Securities, LLC Collegeville, PA Jan 2018 - Jan 2021 3
Bbtis Berwyn, PA Jul 2016 - Jan 2021 4
Cetera Investment Advisers LLC Berwyn, PA Feb 2014 - Jul 2016 2
Cetera Investment Services LLC St.cloud, MN Jan 2014 - Jul 2016 2
National Penn Bank Berwyn, PA Jan 2014 - Jul 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Kyle E. Fitzpatrick
Phone Number: 404-813-7713
Registered State(s):
  • PA
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
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)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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