KS
CFP
KS
CFP

Kyle Smith

19 Years of Experience
Tyson's Corner, VA
Broker

Kyle Smith is a CFP-designated registered investment advisor, based in Tyson's Corner, VA, with 19 years of industry experience.

Location

1650 Tyson's Bl., Suite 1575, Tyson's Corner, VA, 22102

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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.

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Other Business Activities

Kyle works full-time as an advisor for Signature Estate & Investment Advisors LLC. He also holds a Virginia Insurance License for client support but does not market or sell insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Signature Estate Securities, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Seia
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2018 - August 2023 · 4 yrs 9 mos
Signator Investors, INC.
November 2007 - October 2013 · 5 yrs 11 mos
Signator Investors, INC.Broker
September 2006 - November 2018 · 12 yrs 2 mos
State Registrations1 state
VA
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.