Kyle Hart, financial advisor Manahawkin NJ

Kyle Hart

CRD Number: 5918073
Current Firm: Fidelity Personal And Workplace Advisors
Kyle Hart (CRD# 5918073) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 8 years of experience in the finance industry.
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Company Name Location Dates Years
Coastal Wealth Planners Manahawkin, NJ Sep 2019 - Current 1
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Jul 2019 1
Fidelity Brokerage Services LLC Shrewsbury, NJ Oct 2015 - Jul 2019 3
Ubs Financial Services Inc. Weehawken, NJ Oct 2013 - Oct 2015 2
Merrill Lynch Pierce, Fenner & Smith, Inc. Hopewell, NJ Apr 2011 - Oct 2013 2
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jun 2011
S66 NASAA Uniform Combined State Law Examination Jul 2011
S9 General Securities Sales Supervisor Examination Mar 2013
S10 General Securities Sales Supervisor Examination Apr 2013
Contact Info for Kyle Hart
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
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)
  • Educational seminars/workshops
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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