Kyle Phillips, financial advisor Malvern PA

Kyle Phillips

CRD Number: 6710668
Current Firm: Vanguard Advisers, Inc.

Kyle Phillips (CRD# 6710668) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
The Vanguard Group, Inc. Malvern, PA Sep 2016 - Current 4
Trumark Financial Credit Union Fort Washington, PA Jul 2016 - Sep 2016 < 1
Keystone Federal Credit Union West Chester, PA Jan 2016 - Jun 2016 < 1
Keystone Federal Credit Union West Chester, PA Jul 2015 - Dec 2015 < 1
Chipotle Mexican Grill Exton, PA Oct 2014 - Aug 2015 < 1
Chester County Economic Development Council Exton, PA Jan 2015 - May 2015 < 1
Global Ambassadors Program At West Chester University West Chester, PA Aug 2014 - May 2015 < 1
West Chester University West Chester, PA Aug 2014 - May 2015 < 1
Student Services, Incorporated West Chester, PA Jan 2012 - May 2015 3
Borough Of West Chester West Chester, PA Aug 2014 - Dec 2014 < 1
Inside Out Pizza West Chester, PA Apr 2014 - Sep 2014 < 1
Allyson Schwartz For Governor Ardmore, PA Mar 2014 - May 2014 < 1
West Chester University West Chester, PA Aug 2013 - May 2014 < 1
Cocco's Pizza West Chester, PA Jul 2008 - Apr 2014 5
Freie Universitaet Berlin, Jan 2013 - Apr 2013 < 1
West Chester University West Chester, PA Aug 2012 - Dec 2012 < 1
West Chester University West Chester, PA Aug 2011 - May 2012 < 1
Henderson High School West Chester, PA Aug 2010 - Jun 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2016
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Kyle A. Phillips
Phone Number: 610-669-1000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    221,045
    MILLIONS
  • Total Number of Accounts
    452,542
    ACCOUNTS
  • Average Account Value
    $488,452
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY

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