Kyle Zammit (CRD# 7799810) is an Investment Advisor Representative working at Straightline in Troy, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Straightline Group LLC | Troy, MI | Aug 2023 - Current | < 1 |
| Straightline | Troy, MI | May 2023 - Current | < 1 |
| N/a | Troy, MI | Jun 2022 - May 2023 | < 1 |
| Mercury | Sterling Heights, MI | Apr 2022 - Aug 2022 | < 1 |
| N/a | Troy, MI | Apr 2022 - Jul 2022 | < 1 |
| Washington Township | Washington, MI | May 2013 - Jul 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- MI
-
Total Assets Under Management1,121MILLIONS
-
Total Number of Accounts5,644ACCOUNTS
-
Average Account Value$198,652
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
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