KC
KC

Kyle Thomas Cronan

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
24 advisors
Number of Clients
264 clients
Average Client Portfolio
$262K average
Assets Under Management
$69.2M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

The Woodlands, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Kyle is involved in non-variable insurance sales (fixed life, fixed annuities) and owns 4:19 Custom Rods and Gear, LLC, which sells fishing rods and outdoor gear. He also works as an Operations Professional for Stirlingshire Investments Inc., dedicating a few hours per week to this role.

Employment History
Current Registrations
Stirlingshire Investments
March 2024 - Present · 1 yr 11 mos
Stirlingshire Investments
March 2024 - Present · 1 yr 11 mos
Stirlingshire InvestmentsBroker
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Oneamerica Securities, INC.
July 2015 - March 2024 · 8 yrs 8 mos
Oneamerica Securities, INC.Broker
July 2015 - March 2024 · 8 yrs 8 mos
Bbva Wealth Solutions INC.
March 2014 - June 2015 · 1 yr 3 mos
Bbva Securities INC.Broker
March 2014 - June 2015 · 1 yr 3 mos
Lincoln Financial Securities CorporationBroker
March 2010 - March 2014 · 4 yrs
Lincoln Financial Securities Corporation
March 2010 - March 2014 · 4 yrs
Wells Fargo Advisors, LLC
January 2008 - March 2010 · 2 yrs 2 mos
Wells Fargo Advisors, LLCBroker
January 2008 - March 2010 · 2 yrs 2 mos
A. G. Edwards & Sons, INC.
February 2005 - January 2008 · 2 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
February 2005 - January 2008 · 2 yrs 11 mos
A I M Distributors, INC.Broker
July 2000 - December 2004 · 4 yrs 5 mos
State Registrations2 states
NYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.