KW
KW

Kyle Wesley

12 Years of Experience
Parsippany, NJ
Broker

Kyle Wesley is a registered investment advisor, based in Parsippany, NJ, with 12 years of industry experience.

Location

300 Kimball Drive, Suite 310, Parsippany, NJ, 07054

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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 is the Chief Technology Officer at Bleakley Financial Group, LLC, an RIA, overseeing all technology. This is a full-time role.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2025 - Present · 1 yr 1 mo
Onepoint Bfg Wealth Partners
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Private Advisor Group, LLC
February 2016 - July 2022 · 6 yrs 5 mos
LPL Financial LLCBroker
May 2014 - April 2025 · 10 yrs 11 mos
LPL Financial LLC
May 2014 - February 2016 · 1 yr 9 mos
UBS Financial Services INC.
January 2014 - April 2014 · 3 mos
UBS Financial Services INC.Broker
April 2013 - April 2014 · 1 yr
State Registrations1 state
NJ
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 Wesley - Financial Advisor | TrueAdvisor