Kyle Smith, financial advisor McLean VA
89 score

Kyle Smith

CRD Number: 6219086
Current Firm: Northwestern Mutual Investment Services,llc

Kyle Smith (CRD# 6219086) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in McLean, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2014 - Current 3
Northwestern Mutual Investment Services, LLC Mclean, VA Sep 2013 - Current 4
Scott Anthony Schiavone Mclean, VA Aug 2013 - Current 4
Northwestern Mutual Investment Services, LLC Mclean, VA Mar 2014 - Mar 2016 2
Craftbuilt, Inc. York Springs, PA Feb 2013 - Jun 2013 < 1
Ts Partners, Inc. King Of Prussia, PA Jun 2009 - Jan 2013 3
Learning Assistance & Resource Center - Wcu West Chester, PA Aug 2008 - Jun 2009 < 1
Student Services Inc. - Wcu West Chester, PA Aug 2008 - Jun 2009 < 1
West Chester University Of Pennsylvania West Chester, PA Aug 2005 - May 2009 3
Craftbuilt, Inc. York Springs, PA May 2008 - Aug 2008 < 1
Aflac Broomall, PA Apr 2008 - Jun 2008 < 1
Student Government Association - Wcu West Chester, PA Aug 2007 - May 2008 < 1
New Era Tickets/comcast Spectacor Chesterbrook, PA Jan 2007 - May 2008 1
Craftbuilt, Inc. York Springs, PA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Kyle D. Smith
Phone Number: 866-664-7737
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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