Kyle V. Mylius
Professional summary
Kyle Vann Mylius is a registered financial advisor currently at HUMANIZE WEALTH located in Seattle, Washington.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Kyle has worked at 9 firms and has passed the Series 63, Series 65, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Vann Mylius's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 14, 2023 - Present
HUMANIZE WEALTH
Office #1: 2800 1st Ave Suite 329, Seattle, WA 98121March 2, 2022 - January 9, 2023
NEWGROUND SOCIAL INVESTMENT
April 19, 2017 - December 31, 2017
THRESHOLD GROUP, LLC
October 18, 2012 - March 16, 2017
THE CAPROCK GROUP, LLC
August 3, 2011 - February 27, 2012
QUASAR DISTRIBUTORS, LLC
September 30, 2009 - June 15, 2010
FORESIDE FUND SERVICES, LLC
August 1, 2008 - September 1, 2010
BRIDGEWAY CAPITAL MANAGEMENT, LLC
May 2, 2006 - May 1, 2008
RAINIER INVESTMENT MANAGEMENT LLC
September 11, 1995 - November 27, 1995
NICHOLAS-APPLEGATE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/14/2023)
Exams
Current Firm
HUMANIZE WEALTH
CRD#: 325178 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 26,566,957 |
Red Flags
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