KL
CFP
KL
CFP

Kyle Lawrence

8 Years of Experience
Boston, MA
Broker

Kyle Lawrence is a CFP-designated registered investment advisor, based in Boston, MA, with 8 years of industry experience.

Location

60 State Street, Floors 19 & 20, Boston, MA, 02109

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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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Employment History
Current Registrations
Blackrock Investment Management, LLC
October 2021 - Present · 4 yrs 9 mos
Blackrock Investments, LLCBroker
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
Amundi Asset Management US, INC.
January 2021 - September 2021 · 8 mos
Amundi Pioneer Institutional Asset Management, INC.
April 2019 - December 2020 · 1 yr 8 mos
Amundi Distributor US, INC.Broker
July 2018 - September 2021 · 3 yrs 2 mos
Lincoln InvestmentBroker
July 2017 - July 2018 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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 Lawrence - Financial Advisor | TrueAdvisor