Kyle Freitas
Kyle Freitas is a registered investment advisor at Cetera Investment Advisers LLC, based in Torrance, CA, with 5 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
25500 Hawthorne Blvd Ste 1140, Torrance, CA, 90505
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle sells fixed insurance products, including life, annuities, and long-term care, dedicating a few hours per week. He also engages in real estate rentals and provides technology support, in addition to working full-time as President/Financial Professional at Freitas Harte Planning, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations14 states
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