Kylie A. Bourke

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CRD#: 5319462

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kylie Alice Bourke was a registered financial professional .

Kylie is a previously registered financial professional and started their career in finance in 2008. Kylie had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

None

Experience

Past

January 19, 2022 - December 31, 2025

PRIVATE WEALTH ADVISORS

RIA

CRD#: 141971

Pismo Beach, CA

Past

November 12, 2020 - February 3, 2022

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

WESTLAKE VILLAGE, CA

Past

July 2, 2012 - November 12, 2020

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

Westlake Village, CA

Past

February 8, 2012 - February 3, 2022

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

WESTLAKE VILLAGE, CA

Past

February 2, 2012 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

WESTLAKE VILLAGE, CA

Past

October 5, 2009 - June 24, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WOODLAND HILLS, CA

Past

October 5, 2009 - June 24, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WOODLAND HILLS, CA

Past

July 15, 2008 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

RIA

CRD#: 5979

WOODLAND HILLS, CA

Past

June 17, 2008 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

WOODLAND HILLS, CA

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".

PRIVATE WEALTH ADVISORS

PRIVATE WEALTH ADVISORS | PRIVATE WEALTH MANAGEMENT, LLC | PRIVATE WEALTH ADVISORS, LLC

CRD#: 141971 / SEC#: 801-68605

RIA

Registered Investment Advisory firm - (1/2/2008 Approved)

California

Registered Investment Advisory firm - (1/4/2008 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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 7/11/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/16/2008

General Securities Representative Examination

Current Firm

PRIVATE WEALTH ADVISORS

PRIVATE WEALTH ADVISORS | PRIVATE WEALTH MANAGEMENT, LLC | PRIVATE WEALTH ADVISORS, LLC

CRD#: 141971 / SEC#: 801-68605

RIA

Registered Investment Advisory firm - (1/2/2008 Approved)

California

Registered Investment Advisory firm - (1/4/2008 Terminated)

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Contact information

Main Address

1111 E Herndon Ave Suite 109, Fresno, CA 93720

Mailing Address

Phone number

(559) 451-3463

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRIVATE WEALTH ADVSORS LLC FIRM BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,125
AUM (Assets Under Management)	$ 368,758,974

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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Advisor Monitoring

Firm Stability Insights

Kylie A. Bourke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PRIVATE WEALTH ADVISORS

CETERA INVESTMENT ADVISERS LLC

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

PRIVATE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 7/11/2008

SIE

Date: 10/1/2018

Series 7

Date: 6/16/2008

Current Firm

PRIVATE WEALTH ADVISORS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRIVATE WEALTH ADVISORS

TRUST BUT VERIFY

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