Kyle Pettigrove, financial advisor West Conshohocken PA
95 score

Kyle Pettigrove

CRD Number: 6375194
Current Firm: Wiley Group
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.

CONTACT
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Company Name Location Dates Years
Wiley Group Conshohoken, PA Jul 2014 - Current 2
Sei Investments Oaks, PA Jan 2013 - Jul 2014 1
Sei Investments Oaks, PA Jun 2012 - Aug 2012 < 1
Qvc Westchester, PA Jun 2011 - Aug 2011 < 1
Appalachian Outdoors State College, PA Jul 2010 - Dec 2010 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Kyle W. Pettigrove
By the Numbers
  • Total Assets Under Management
    236
    MILLIONS
  • Total Number of Accounts
    434
    ACCOUNTS
  • Average Account Value
    $543,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, FL, MD, NJ, PA

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BADGES
95
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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