KH
KH

Kyle Hublitz

31 Years of Experience
Bethesda, MD
Broker

Kyle Hublitz is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814

Get directions

History

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.

Learn about disclosures →
Other Business Activities

Kyle serves as power of attorney for his mother, dedicating minimal time to this investment-related activity. He also owns 90% of Hublitz GP, LLC, formed to sell 10% to 72 Growth Partners, spending minimal time on this investment-related activity as well.

Employment History
Current Registrations
Wells Fargo Advisors
November 2023 - Present · 2 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
February 2009 - November 2023 · 14 yrs 9 mos
UBS Financial Services INC.Broker
February 2009 - November 2023 · 14 yrs 9 mos
Citigroup Global Markets INC.
August 1994 - March 2009 · 14 yrs 7 mos
Citigroup Global Markets INC.Broker
June 1994 - March 2009 · 14 yrs 9 mos
State Registrations29 states
AZCACOCTDCFLGAHIILMAMDMENCNHNJNVNYOHORPARISCTNTXVAVTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kyle Hublitz - Financial Advisor | TrueAdvisor