Kyle Dwyer, financial advisor Savannah GA

Kyle Dwyer

CRD Number: 7154060
Current Firm: South State Advisory, Inc.

Kyle Dwyer (CRD# 7154060) is an Investment Advisor Representative working at South State Advisory, Inc. in Savannah, GA and has 1 year of experience in the finance industry. Kyle Dwyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
South State Advisory Savannah, GA Jul 2019 - Current 1
Spruce Investment Advisors Stamford, CT Apr 2014 - Jun 2019 5
Unemployed New York, NY Dec 2013 - Apr 2014 < 1
Perella Weinberg Partners New York, NY Mar 2012 - Dec 2013 1
Union Bancaire Privee New York, NY May 2010 - Feb 2012 1

Kyle Dwyer has no recent exams reported.
Contact Info for Kyle B. Dwyer
Phone Number: 803-231-3492
Registered State(s):
  • GA
  • NC
  • SC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    2,346
    MILLIONS
  • Total Number of Accounts
    283
    ACCOUNTS
  • Average Account Value
    $8,291,462
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, FL, GA, MD, NC, NJ, NY, SC, TX, VA

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