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Kyle Pettigrove, financial advisor Philadelphia PA

Kyle Pettigrove

CRD Number: 6375194
Current Firm: Tanager Wealth Management
Compensation Model: Fee Only

Kyle Pettigrove (CRD# 6375194) is an Investment Advisor Representative working at Wiley Group in West Conshohocken, PA and has 4 year of experience in the finance industry.

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Company Name Location Dates Years
Tanager Wealth Management London, Oct 2016 - Current 7
Wiley Group Conshohoken, PA Jul 2014 - Oct 2016 2
Sei Investments Oaks, PA Jan 2013 - Jul 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Kyle W. Pettigrove
325 Chestnut St., Suite 800, Philadelphia, PA 19106
Phone Number: 020 3965 6330
Firm Website: https://www.facebook.com/tanagerwealth/
Registered State(s):
  • PA
Current Firm Details
Tanager Wealth Management
Firm's CRD Number: 166084
7th Floor, East Wing, Vintners Place, 68 Upper Thames Street, London, EC4V
By the Numbers
  • Total Assets Under Management
    1,007
    MILLIONS
  • Total Number of Accounts
    2,339
    ACCOUNTS
  • Average Account Value
    $430,601
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NC, NJ, NY, PA, TX

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