Kyle Dunn (CRD# 5881484) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Rochester, NY and has over 13 years of experience in the finance industry.
CRD# 6538852
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2186053
Cadaret Grant & Co Inc.
CRD# 2574827
Brighton Securities Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Feb 2024 - Current | < 1 |
| Modern Wealth Management, LLC | Rochester, NY | Feb 2024 - Current | < 1 |
| Lpl Financial LLC | Rochester, NY | Sep 2018 - Feb 2024 | 5 |
| Cadaret, Grant & Company, Inc. | Rochester, NY | Jan 2017 - Sep 2018 | 1 |
| Mml Investors Services | Rochester, NY | Jan 2011 - Jan 2017 | 6 |
| Massmutual Financial Group | Rochester, NY | May 2010 - Jan 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management2,073MILLIONS
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Total Number of Accounts13,592ACCOUNTS
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Average Account Value$152,524
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