Kyle Fitzpatrick is a registered investment advisor, based in King of Prussia, PA, with 12 years of industry experience.
Location
150 S Warner Rd, Ste 200, King of Prussia, PA, 19406-2837
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Regulatory History
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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Kyle is an active member of the United States Navy, holding the position of LCDR(s), and dedicates about a quarter of his time to this role. Kyle also owns residential rental property, spending minimal time on it.
Employment History
Current Registrations
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Previous Registrations
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations36 states
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.