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Kyle Sweet
20 Years of Experience
Noblesville, IN
Broker
Kyle Sweet is a registered investment advisor at Cetera Investment Advisers LLC, based in Noblesville, IN, with 20 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
400 Noble Creek Drive, Noblesville, IN, 46060
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2014 - Present · 12 yrs 4 mos
Cetera Investment Services LLCBroker
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Cetera Investment Services LLC
December 2011 - January 2014 · 2 yrs 1 mo
New England Securities Corporation
September 2010 - December 2011 · 1 yr 3 mos
New England SecuritiesBroker
August 2010 - December 2011 · 1 yr 4 mos
Primevest Financial Services, INC.Broker
May 2006 - December 2006 · 7 mos
Natcity Investments, INC.Broker
January 2004 - October 2005 · 1 yr 9 mos
Banc One Securities CorporationBroker
August 2003 - January 2004 · 5 mos
First Investors CorporationBroker
March 2001 - July 2003 · 2 yrs 4 mos
State Registrations6 states
FLGAINOHPATN
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.