Stephen M. Kyne
Professional summary
Stephen Matthew Kyne, CFP®, who also goes by Stephen Kyne-pfannenstiel, Stephen Stielkyne, is a registered financial advisor currently at STERLING MANOR FINANCIAL, LLC located in Saratoga Springs, New York.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Stephen has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Matthew Kyne's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
August 19, 2021 - Present
STERLING MANOR FINANCIAL, LLC
Office #1: 18 Division Street Suite 202, Saratoga Springs, NY 12866May 4, 2021 - December 31, 2024
CADARET, GRANT & CO., INC.
November 2, 2009 - December 31, 2024
CADARET, GRANT & CO., INC.
April 18, 2006 - November 4, 2009
EQUITY SERVICES, INC.
August 10, 2004 - April 7, 2006
IDS LIFE INSURANCE COMPANY
August 10, 2004 - April 7, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
STERLING MANOR FINANCIAL, LLC
CRD#: 284218 / SEC#: 801-107975
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/19/2021)
Exams
Current Firm
STERLING MANOR FINANCIAL, LLC
CRD#: 284218 / SEC#: 801-107975
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 949 |
| AUM (Assets Under Management) | $ 171,200,000 |
Red Flags
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