KC
KC

Kyle Cryer

10 Years of Experience
Los Angeles, CA
Broker

Kyle Cryer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Los Angeles, CA, with 10 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

Los Angeles, CA

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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 owns multi-family real estate since 2021. He also works as an advisor for Kinecta Wealth Management, dedicating about a third of his time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2024 - Present · 1 yr 7 mos
Ameriprise Financial Services, LLC
October 2024 - Present · 1 yr 7 mos
Ameriprise Financial Services, LLCBroker
October 2024 - Present · 1 yr 7 mos
Kinecta Financial & Insurance ServicesBroker
September 2023 - Present · 2 yrs 8 mos
Kinecta Financial & Insurance Services
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
LPL Financial LLC
April 2022 - October 2024 · 2 yrs 6 mos
LPL Financial LLCBroker
April 2022 - October 2024 · 2 yrs 6 mos
Wells Fargo Clearing Services, LLC
October 2020 - April 2022 · 1 yr 6 mos
Wells Fargo Clearing Services, LLCBroker
May 2015 - April 2022 · 6 yrs 11 mos
State Registrations46 states
AKALARAZCACOCTDCFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPAPRRITNTXUTVAVTVirgin IslandsWAWIWV
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 Cryer - Financial Advisor | TrueAdvisor