Kyle DriscollCRD Number: 5985051
Current Firm: J.p. Morgan Securities LLC
Kyle Driscoll (CRD# 5985051) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 6 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Jpmorgan Chase Bank Na||New York, NY||Apr 2017 - Current||1|
|Jpmorgan Securities LLC||New York, NY||Apr 2017 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Apr 2017||2|
|Morgan Stanley||New York, NY||May 2013 - Apr 2017||3|
|Extended Travel||New York, NY||Nov 2012 - May 2013||< 1|
|Blackwall Capital Markets Inc.||New York, NY||Oct 2012 - Nov 2012||< 1|
|Charles Morgan Securities, Inc.||New York, NY||Nov 2011 - Oct 2012||< 1|
|Fordham Financial Management||New York, NY||Sep 2011 - Nov 2011||< 1|
|Sandia National Labs||Albuquerque, NM||Jun 2011 - Aug 2011||< 1|
|Ace Tutoring||Loretto, PA||Aug 2008 - May 2011||2|
|Saint Francis University||Loretto, PA||Aug 2007 - May 2011||3|
|Fl Inc.||Albuquerque, NM||Jun 2010 - Aug 2010||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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