Kyle Warner, financial advisor West Hartford CT
83 score

Kyle Warner

CRD Number: 5288308
Current Firm: Strategic Advisers, Inc.

Kyle Warner (CRD# 5288308) is an Investment Advisor Representative working at Strategic Advisers, Inc. in West Hartford, CT and has over 9 years of experience in the finance industry.

Similar Advisors
James Thibault, financial advisor West Hartford CT
James A. Thibault
CRD# 4837211
Barron Financial Group, LLP
Score
105
Similar Advisors
Timothy Baker, financial advisor West Hartford CT
Timothy J. Baker
CRD# 5030137
Wealthshape LLC
Score
103
Similar Advisors
Carrie Kulig, financial advisor West Hartford CT
Carrie N. Kulig
CRD# 2871845
Garrett Investment Advisors, LLC
Score
103
Company Name Location Dates Years
Fidelity Investments Merrimack, NH Jun 2007 - Current 9
Fidelity Investments Raleigh, NC Oct 2006 - Jun 2007 < 1
Buffalo Brothers Pizza And Wing Company Raleigh, NC May 2006 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S66 NASAA Uniform Combined State Law Examination Apr 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Kyle K. Warner
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Kyle Warner and other advisors.
BADGES
83

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.