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TrueAdvisor
KP
CFP
KP
CFP

Kyle Richard Purcell

Mma Asset Management LLC
11 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Mma Asset Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
303 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$715.2M

Fee Structure

Financial Planning:Investment management only
Annual Retainer:From $10,000/year
Hourly Rate:$250 - $750/hr

Location

Park 80 West, Plaza Two, 250 Pehle Ave., Suite 400, Saddlebrook, NJ, 07663

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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
Mma Asset Management LLC
June 2023 - Present · 2 yrs 8 mos
Mma Securities LLC
August 2020 - Present · 5 yrs 6 mos
Mma Securities LLCBroker
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
Mutual of America Securities LLCBroker
January 2014 - March 2020 · 6 yrs 2 mos
Mutual of America Life Insurance CompanyBroker
January 2014 - March 2020 · 6 yrs 2 mos
State Registrations4 states
CTNJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.