KL
KL
Kyle Lucianna
2 Years of Experience
Norwood, NJ
May Earn Commission
Kyle Lucianna is a registered investment advisor at Ollie Grant Private Wealth, based in Norwood, NJ, with 2 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1 clients with $5.8M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
1 client
Average Client Portfolio
$5.8M average
Assets Under Management
$5.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.95% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Norwood, NJ
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Ollie Grant Private Wealth
February 2026 - Present · 3 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
December 2022 - April 2025 · 2 yrs 4 mos
J.P. Morgan Securities LLC
December 2022 - April 2025 · 2 yrs 4 mos
State Registrations2 states
INNJ
Advisor
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.