Susan Kyle is a registered investment advisor at Wells Fargo Advisors, based in Rochester, NY, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1640 Penfield Rd, Ste 100, Rochester, NY, 14625
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan serves as power of attorney for her mother and father, both investment-related activities. These responsibilities require minimal time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
RBC Capital Markets CorporationBroker
Citigroup Global Markets INC.Broker
State Registrations29 states
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