Kyle Faszholz is a registered investment advisor, based in Austin, TX, with 14 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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
Kestra Investment Services, LLCBroker
July 2025 - Present · 10 mos
Kestra Advisory Services, LLC
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
LPL Financial LLC
September 2021 - September 2023 · 2 yrs
Envestnet | Pmc
January 2015 - November 2019 · 4 yrs 10 mos
Summa Wealth Management, LLC
August 2013 - October 2014 · 1 yr 2 mos
UBS Financial Services INC.
August 2009 - July 2013 · 3 yrs 11 mos
UBS Financial Services INC.Broker
August 2009 - July 2013 · 3 yrs 11 mos
Cambridge Legacy Securities L.L.C.Broker
June 2009 - September 2009 · 3 mos
Morgan Stanley & CO. Incorporated
August 2008 - December 2008 · 4 mos
Morgan Stanley & CO. IncorporatedBroker
July 2008 - December 2008 · 5 mos
State Registrations1 state
TX
Advisor
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Exams
No exam information available for this advisor.