Kyle Smith is a registered investment advisor, based in New Orleans, LA, with 34 years of industry experience.
Location
858 Camp Street, New Orleans, LA, 70130
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kyle works as an Investment Advisor Representative (IAR) with NewEdge Wealth, LLC, providing financial services to ultra-high net worth individuals. This activity takes nearly full-time hours.
Employment History
Current Registrations
Mid Atlantic Clearing & Settlement CorporationBroker
March 2023 - Present · 3 yrs 2 mos
Newedge Advisors
November 2021 - Present · 4 yrs 6 mos
New Edge Wealth
October 2020 - Present · 5 yrs 7 mos
Newedge Securities, LLCBroker
February 1999 - Present · 27 yrs 3 mos
Previous Registrations
Mid Atlantic Financial Management, INC.
April 1999 - November 2021 · 22 yrs 7 mos
Mid Atlantic Capital CorporationBroker
January 1999 - January 1999 · 0 mos
Partners Securities, INC.Broker
January 1998 - December 1998 · 11 mos
J. B. Hanauer & CO.Broker
September 1997 - November 1997 · 2 mos
1717 Capital Management CompanyBroker
July 1994 - February 1997 · 2 yrs 7 mos
Mid Atlantic Capital CorporationBroker
July 1991 - November 1997 · 6 yrs 4 mos
State Registrations7 states
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Exams
No exam information available for this advisor.