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.

Similar Advisors
Scott Alexander, financial advisor Savannah GA
Scott K. Alexander
CRD# 1954894
Synovus Securities, Inc.
Similar Advisors
Mark Allen, financial advisor Savannah GA
Mark I. Allen
CRD# 2410852
Bull Street Advisors
Similar Advisors
Todd Allen, financial advisor Savannah GA
Todd C. Allen
CRD# 2339704
On Investment Management Co
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
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.