KB
KB

Kyle Braender

12 Years of Experience
Hamilton, NJ
BrokerSells Insurance

Kyle Braender is a registered investment advisor at Cetera Investment Advisers LLC, based in Hamilton, NJ, with 12 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

2117 Rt. 33 Suite 1, Hamilton, NJ, 08690

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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 ActivitiesSells Insurance

Kyle is a financial professional at RMB Wealth Advisors, LLC, dedicating full-time hours to providing financial services to clients. He also works as an agent selling and servicing fixed insurance products, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2024 - Present · 1 yr 6 mos
Cetera Advisors LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Grove Point Advisors, LLC
April 2021 - November 2024 · 3 yrs 7 mos
H. Beck, INC.
November 2020 - April 2021 · 5 mos
Grove Point Investments, LLCBroker
November 2020 - November 2024 · 4 yrs
Citizens Investment Services
June 2018 - November 2020 · 2 yrs 5 mos
Citizens Securities, INC.Broker
June 2018 - November 2020 · 2 yrs 5 mos
Northwestern Mutual Investment Services,llc
March 2018 - June 2018 · 3 mos
Northwestern Mutual Investment Services, LLCBroker
March 2018 - June 2018 · 3 mos
Invest Financial Corporation
October 2015 - September 2017 · 1 yr 11 mos
Invest Financial CorporationBroker
October 2015 - September 2017 · 1 yr 11 mos
Essex National Securities, LLC
October 2014 - October 2015 · 1 yr
Essex National Securities, LLCBroker
October 2014 - October 2015 · 1 yr
Santander Securities
March 2013 - February 2014 · 11 mos
Santander Securities LLCBroker
March 2013 - February 2014 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2011 - August 2012 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - August 2012 · 1 yr 2 mos
State Registrations4 states
DENJPASC
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.
Kyle Braender - Financial Advisor | TrueAdvisor