Kyle De Paolo (CRD# 5707832) is an Investment Advisor Representative working at Depaolo & May Strategic Wealth LLC in Ladera Ranch, CA and has over 14 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Depaolo & May Strategic Wealth, LLC | Ladera Ranch, CA | Jul 2023 - Current | < 1 |
| Mitchell Anthony Capital Management | Irvine, CA | Apr 2010 - Jun 2023 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- CA
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts55ACCOUNTS
-
Average Account Value$366,145
- 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
CA
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