Kyle Stanutz, financial advisor Marco Island FL
93 score

Kyle Stanutz

CRD Number: 5896267
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kyle Stanutz (CRD# 5896267) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marco Island, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Sep 2013 - Current 3
Bank Of America, N.a. Jacksonville, FL Sep 2013 - Current 3
Unemployed Cincinnati, OH Jul 2013 - Sep 2013 < 1
Fidelity Brokerage Services LLC Covington, KY Feb 2011 - Jul 2013 2
Huntington Bank Columbus, OH Feb 2010 - Feb 2011 1
Huntington Bank Holland, MI Sep 2009 - Feb 2010 < 1
Unemployed Aurora, IL May 2009 - Sep 2009 < 1
Fairfield Inn Iowa City, IA May 2008 - May 2009 1
University Of Iowa Iowa City, IA Aug 2007 - May 2009 1
Unemployed Aurora, IL May 2007 - Aug 2007 < 1
Western Illinois University Macomb, IL Aug 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Kyle A. Stanutz
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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