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Kyle Garrett Kelly

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
14,528 clients
Average Client Portfolio
$140K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
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Location

1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL, 33301

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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 ActivitiesSells Insurance

Kyle is an investment advisor representative at Global Wealth Management Investment Advisory since 2021. He is also a financial advisor at Global Wealth Retirement Planning, LLC, an insurance agency focused on life, health, and annuities, since 2021, taking nearly full-time for both roles.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
January 2025 - Present · 1 yr 1 mo
Global Wealth Management Investment Advisory, INC.
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Madison Avenue Securities, LLCBroker
February 2021 - December 2023 · 2 yrs 10 mos
Tradestation Securities, INC.Broker
November 2020 - February 2021 · 3 mos
Madison Avenue Securities, LLCBroker
January 2018 - March 2019 · 1 yr 2 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kyle Garrett Kelly - Financial Advisor | TrueAdvisor