KC
KC

Kyle Crilow

9 Years of Experience
Tallahassee, FL
1 DisclosureBroker

Kyle Crilow is a registered investment advisor at Wells Fargo Advisors, based in Tallahassee, FL, with 9 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3320 Thomasville Rd, Ste 300, Tallahassee, FL, 32308

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2024
Denied
Other Business Activities

Kyle has 100% ownership in N. FL Private Investment Management LLC and 25% ownership in Canopy Roads Advisors LLC, both investment-related and requiring full-time commitment. Kyle is also the President Elect of Rosemont HOA, dedicating minimal time to attending meetings and resolving homeowner issues.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2022 - Present · 3 yrs 8 mos
Wells Fargo Advisors
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2017 - September 2022 · 4 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
November 2017 - September 2022 · 4 yrs 10 mos
Capital Analysts
March 2017 - October 2017 · 7 mos
Lincoln Investment
March 2017 - October 2017 · 7 mos
Lincoln InvestmentBroker
November 2016 - October 2017 · 11 mos
State Registrations31 states
ALARCACODCDEFLGAIAIDILINKSKYLAMAMDMOMSNCNYOHORPARISCTXUTVAWAWI
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 Crilow - Financial Advisor | TrueAdvisor