Kyle O'bryan (CRD# 6965257) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Plainview, NY and has over 5 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Huntington Station, NY | Nov 2018 - Current | 5 |
| Axa Advisors, LLC | New York, NY | Sep 2018 - Nov 2018 | < 1 |
| Unemployed | Huntington, NY | Jun 2018 - Sep 2018 | < 1 |
| Penn State University | State College, NY | Aug 2014 - May 2018 | 3 |
| Action Consulting | Hempstead, NY | Jun 2017 - Aug 2017 | < 1 |
| Gray Glass Corp | Queens Village, NY | May 2016 - Aug 2016 | < 1 |
| Gray Glass Corp | Queens Village, NY | May 2015 - Aug 2015 | < 1 |
| Gray Glass Corp. | Queens Village, NY | May 2014 - Aug 2014 | < 1 |
| Huntington High School | Huntington, NY | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- NJ
- NY
- 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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