Kyle Joseph Farrell

CFA

Principle Wealth

2 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth

Principle Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

1,093 clients

Average Client Portfolio

$2.4M average

Assets Under Management

$2.7B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$5,000

Location

670 Boston Post Road, Madison, CT, 06443

Get directions

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.

Other Business Activities

Kyle hosts the Stock Studs Podcast, which discusses general investment knowledge. He spends minimal time on this activity.

Employment History

Current Registrations

Principle Wealth

August 2023 - Present · 2 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.