KM
Kyle A. Mendelsohn
KESTRA ADVISORY SERVICES
Port Jefferson, NY 11777
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CRD#: 4583088
KM
Professional summary
Kyle Ashley Mendelsohn is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Port Jefferson, New York and KESTRA INVESTMENT SERVICES, LLC located in Port Jefferson, New York.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Kyle has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Business Name: Kyle A. Mendelsohn Investment Related: No Address: 414 main Street, Suite 302 Port Jefferson NY 11777 Nature of Business: Insurance Position, Title or Relationship: Licensed Insurance Agent Start Date: 2/22/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I advise clients regarding specific insurance options and products that meet their needs.Business Name: Coastline Wealth Management Investment Related: Yes Address: 414 main Street, Suite 302 Port Jefferson NY 11777 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Financial Advisor, Certified Retirement Counselor Start Date: 2/22/2021 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: I advise clients regarding specific investment options and insurance products that meet their needs.Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial advisor, Certified Retirement Counselor Start Date: 2/22/2021 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Obligated to advise in a fiduciary capacity based on what would be best on an individual clients needs. Business Name - K MENDELSOHN CONSULTING SERVICES CORP POSITION: President NATURE: Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 10/01/2021 ADDRESS: 101 Rustic Road, port jefferson NY 11777, United States DESCRIPTION: Consulting 7 CLAW LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2022 ADDRESS: 1303 Main Street, Port Jefferson NY 11777, United States DESCRIPTION: Equal ownership and management
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Ashley Mendelsohn's 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®
NoneExperience
Current
February 23, 2021 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1303 Main Street, Port Jefferson, NY 11777RIA
CRD#: 283330
Port Jefferson, NY
Current
February 22, 2021 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1303 Main Street, Port Jefferson, NY 11777BD
CRD#: 42046
Port Jefferson, NY
Past
June 9, 2017 - February 22, 2021
LINCOLN INVESTMENT
RIA
CRD#: 519
BOHEMIA, NY
Past
January 3, 2017 - February 22, 2021
LINCOLN INVESTMENT
BD
CRD#: 519
BOHEMIA, NY
Past
June 23, 2009 - October 4, 2019
LEGEND ADVISORY, LLC
RIA
CRD#: 104761
BOHEMIA, NY
Past
November 4, 2002 - January 3, 2017
LEGEND EQUITIES CORPORATION
BD
CRD#: 30999
BOHEMIA, 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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/3/2023)
RR
Colorado(4/3/2023)
RR
Connecticut(2/26/2021)
RR
Delaware(4/3/2023)
RR
District of Columbia(4/3/2023)
RR
Florida(2/22/2021)
RR
Hawaii(9/18/2025)
RR
Maryland(4/3/2023)
RR
Massachusetts(2/22/2021)
RR
Minnesota(4/3/2023)
RR
New Jersey(2/22/2021)
RR
New York(2/22/2021)
IAR
New York(2/23/2021)
RR
North Carolina(2/22/2021)
RR
Ohio(2/19/2025)
RR
Oregon(4/6/2023)
RR
Rhode Island(3/7/2024)
RR
South Carolina(4/3/2023)
RR
Texas(4/3/2023)
IAR
Texas(4/3/2023)
RR
Virginia(2/22/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Port Jefferson, NY 11777TRUST BUT VERIFY
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