Doyle Wealth Management, LLC

Doyle Wealth Management, LLC (CRD# 134503) is a financial advisory firm headquartered in St. Petersburg, FL. They manage $1,257,514,673 in 2,253 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,258
    MILLION
  • Total Number of Accounts
    2,253
    ACCOUNTS
  • Average Account Value
    $558,151
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
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.

AL, AR, CA, FL, GA, IL, KY, LA, MA, MD, MS, NC, NE, NH, NY, OH, SC, TN, TX, WA, WV

Financial Advisors at Doyle Wealth Management, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Konstantin Bystritsky
CRD#: 5088789
333 3rd Avenue North, Suite 300, St. Petersburg, FL 33701

Konstantin Bystritsky (CRD# 5088789) is an Investment Advisor Representative working at Doyle Wealth Management, LLC in St. Petersburg, FL and has over 15 years of experience in the finance industry. Konstantin Bystritsky 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.

2
Steven Cantillo
CRD#: 5479945
333 3rd Avenue North, Suite 300, St. Petersburg, FL 33701

Steven Cantillo (CRD# 5479945) is an Investment Advisor Representative working at Doyle Wealth Management, LLC in St. Petersburg, FL and has over 13 years of experience in the finance industry. Steven Cantillo 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.

3
Robert K. Doyle
CRD#: 2941804
333 3rd Avenue North, Suite 300, St. Petersburg, FL 33701

Robert Doyle (CRD# 2941804) is an Investment Advisor Representative working at Doyle Wealth Management, LLC in St. Petersburg, FL and has over 24 years of experience in the finance industry.

4
Christopher R. Jay
CRD#: 5477038
333 3rd Avenue North, Suite 300, St. Petersburg, FL 33701

Christopher Jay (CRD# 5477038) is an Investment Advisor Representative working at Doyle Wealth Management, LLC in St. Petersburg, FL and has over 13 years of experience in the finance industry. Christopher Jay 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.

5
Dylan R. Kesterson
CRD#: 6678692
333 3rd Avenue North, Suite 300, St. Petersburg, FL 33701

Dylan Kesterson (CRD# 6678692) is an Investment Advisor Representative working at Doyle Wealth Management, LLC in St. Petersburg, FL and has over 3 years of experience in the finance industry. Dylan Kesterson 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.

6
Andrew R. Lundin
CRD#: 5697472
333 3rd Avenue North, Suite 300, St. Petersburg, FL 33701

Andrew Lundin (CRD# 5697472) is an Investment Advisor Representative working at Doyle Wealth Management, LLC in St. Petersburg, FL and has over 12 years of experience in the finance industry. Andrew Lundin 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.

7
James J. McGinty
CRD#: 2813265
333 3rd Avenue North, Suite 300, St. Petersburg, FL 33701

James McGinty (CRD# 2813265) is an Investment Advisor Representative working at Doyle Wealth Management, LLC in St. Petersburg, FL and has over 24 years of experience in the finance industry.

8
Amy L. Powell
CRD#: 4878290
333 3rd Avenue North, Suite 300, St. Petersburg, FL 33701

Amy Powell (CRD# 4878290) is an Investment Advisor Representative working at Doyle Wealth Management, LLC in St. Petersburg, FL and has 1 year of experience in the finance industry.

9
Cassandra M. Smalley
CRD#: 5467317
333 3rd Ave. North, Suite 300, St. Petersburg, FL 33701

Cassandra Smalley (CRD# 5467317) is an Investment Advisor Representative working at Doyle Wealth Management, LLC in St. Petersburg, FL and has over 13 years of experience in the finance industry. Cassandra Smalley 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.

10
Todd B. Youngs
CRD#: 4732672
333 3rd Avenue North, Suite 300, St. Petersburg, FL 33701

Todd Youngs (CRD# 4732672) is an Investment Advisor Representative working at Doyle Wealth Management, LLC in St. Petersburg, FL and has over 17 years of experience in the finance industry.

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