Kyle Schwarz (CRD# 7603388) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merritt Island, FL and has 1 year of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 2643102
Kestra Advisory Services, LLC
CRD# 3153161
Kestra Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Westlake, TX | Jul 2023 - Current | < 1 |
Uber | Taylorsville, UT | May 2022 - Jun 2023 | 1 |
Charles Schwab & Company, Inc. | Taylorsville, UT | Dec 2022 - Feb 2023 | < 1 |
Wells Fargo Clearing Service | Salt Lake City, UT | Jun 2022 - Oct 2022 | < 1 |
Wells Fargo Bank | Salt Lake City, UT | Jun 2022 - Oct 2022 | < 1 |
Jb Drax Honore | Manhattan, NY | Feb 2022 - May 2022 | < 1 |
Marriott | Melbourne, FL | May 2021 - Feb 2022 | < 1 |
Doordash | Merritt Island, FL | Jan 2018 - Feb 2022 | 4 |
Guilderland Ymca | Guilderland, NY | Aug 2018 - Dec 2018 | < 1 |
Unemployed | Albany, NY | Jan 2018 - Aug 2018 | < 1 |
Hungry Howies | Merritt Island, FL | Apr 2017 - Dec 2017 | < 1 |
Unemployed | Pearl River, NY | Dec 2012 - Apr 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2022 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- FL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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