Barry J. Kyte

GUNDERSON CAPITAL MANAGEMENT

Mount Pleasant, SC 29466

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CRD#: 4373405

Professional summary

Barry Jay Kyte JR, CFP®, who also goes by Barry J Kyte Jr, is a registered financial advisor currently at GUNDERSON CAPITAL MANAGEMENT located in Mount Pleasant, South Carolina.

Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Barry has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Barry J Kyte Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Board Member for Foundation Investment Management, a Methodist Foundation/Endowment located in Nashville, TN. Start Date - 12/2017. Fewer than 100 hours per year and 5 hours per year during trading hours. No compensation received. Charitable activity, but investment related. I voluntarily (no compensation) sit on a board for a United Methodist Endowment. 2. As described in current employment section, I am also employed by Southport Capital LLC (currently my full-time job)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Jay Kyte JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

November 24, 2021 - Present

GUNDERSON CAPITAL MANAGEMENT

Office #1: 2072 Willbrook Lane, Mount Pleasant, SC 29466

RIA

CRD#: 140795

Mount Pleasant, SC

Past

May 9, 2021 - May 16, 2022

SOUTHPORT CAPITAL

RIA

CRD#: 113364

Mount Pleasant, SC

Past

September 4, 2019 - August 18, 2021

GUNDERSON CAPITAL MANAGEMENT

RIA

CRD#: 140795

MOUNT PLEASANT, SC

Past

January 6, 2010 - April 6, 2018

TRUSTCORE FINANCIAL SERVICES, LLC

RIA

CRD#: 106522

BRENTWOOD, TN

Past

February 1, 2007 - November 6, 2017

TRUSTCORE INVESTMENTS LLC

CRD#: 15423

BRENTWOOD, TN

Past

February 15, 2006 - June 21, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Past

May 9, 2001 - May 7, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GUNDERSON CAPITAL MANAGEMENT

GUNDERSON CAPITAL | GUNDERSON CAPITAL MANAGEMENT INC. | GUNDERSON CAPITAL MANAGEMENT

CRD#: 140795 / SEC#: 801-122484

RIA

Registered Investment Advisory firm - (10/21/2021 Approved)

California

Registered Investment Advisory firm - (4/1/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(11/24/2021)

IAR

Texas
(6/3/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/8/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/30/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/6/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/14/2006

General Securities Representative Examination

Current Firm

GUNDERSON CAPITAL MANAGEMENT

GUNDERSON CAPITAL | GUNDERSON CAPITAL MANAGEMENT INC. | GUNDERSON CAPITAL MANAGEMENT

CRD#: 140795 / SEC#: 801-122484

RIA

Registered Investment Advisory firm - (10/21/2021 Approved)

California

Registered Investment Advisory firm - (4/1/2018 Terminated)

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Contact information

Main Address

2072 Willbrook Lane, Mount Pleasant, SC 29466

Mailing Address

Phone number

(760) 846-2046

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GUNDERSON CAPITAL MANGEMENT FORM ADV PART 2A (2/3/2025)

Regulatory assets under management

Total Number of Accounts	619
AUM (Assets Under Management)	$ 315,262,474

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Barry J. Kyte

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Jay Kyte JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUTHPORT CAPITAL

GUNDERSON CAPITAL MANAGEMENT

TRUSTCORE FINANCIAL SERVICES, LLC

TRUSTCORE INVESTMENTS LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

GUNDERSON CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 6/8/2007

Series 63

Date: 5/30/2001

SIE

Date: 11/6/2017

Series 7

Date: 2/14/2006

Current Firm

GUNDERSON CAPITAL MANAGEMENT

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GUNDERSON CAPITAL MANAGEMENT

TRUST BUT VERIFY

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