KF
Kyle E. Fitzpatrick
TRUIST ADVISORY SERVICES
KING OF PRUSSIA, PA 19406
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CRD#: 6199671
KF
Professional summary
Kyle Edward Fitzpatrick, AIF® is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in King Of Prussia, Pennsylvania and TRUIST INVESTMENT SERVICES, INC. located in Collegeville, Pennsylvania.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Kyle has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 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.
UNITED STATES NAVY POSITION: LCDR(s) NATURE: Armed Forces Military Officer INVESTMENT RELATED: No NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 336 START DATE: 07/11/2016 ADDRESS: 5951 Newport St., Fort Dix NJ 08640, United States DESCRIPTION: National Security. LANDLORD POSITION: owner NATURE: Owner/Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2017 ADDRESS: 124 W 4th Ave, Conshohoken PA 19428, United States DESCRIPTION: Leasing residential property.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Edward Fitzpatrick'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®
Experience
Current
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 150 S Warner Rd Ste 200, King Of Prussia, PA 19406RIA
CRD#: 283390
KING OF PRUSSIA, PA
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1856 Collegeville Rd, Collegeville, PA 19426Office #2: 1 N High St, West Chester, PA 19380Office #3: 150 S Warner Rd Ste 200, King Of Prussia, PA 19406BD
CRD#: 17499
Collegeville, PA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
July 13, 2016 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
KING OF PRUSSIA, PA
Past
July 13, 2016 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
KING OF PRUSSIA, PA
Past
January 24, 2014 - July 12, 2016
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
BERWYN, PA
Past
January 21, 2014 - February 6, 2014
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
BERWYN, PA
Past
January 21, 2014 - July 12, 2016
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
BERWYN, PA
Past
August 15, 2013 - January 10, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
CONSHOHOCKEN, PA
Past
July 30, 2013 - January 10, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
CONSHOHOCKEN, PA
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".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 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
Alabama(3/3/2023)
RR
Arizona(3/3/2023)
RR
California(2/17/2021)
RR
Colorado(3/16/2023)
RR
Connecticut(2/17/2021)
RR
Delaware(2/17/2021)
RR
District of Columbia(3/3/2023)
RR
Florida(2/17/2021)
RR
Georgia(3/3/2023)
RR
Idaho(3/3/2023)
RR
Illinois(3/3/2023)
RR
Indiana(3/3/2023)
RR
Kansas(3/3/2023)
RR
Kentucky(3/3/2023)
RR
Maine(3/3/2023)
RR
Maryland(2/17/2021)
RR
Massachusetts(3/3/2023)
RR
Michigan(3/3/2023)
RR
Minnesota(3/3/2023)
RR
Montana(3/3/2023)
RR
Nevada(3/3/2023)
RR
New Hampshire(3/3/2023)
RR
New Jersey(2/17/2021)
RR
New York(2/17/2021)
RR
North Carolina(3/3/2023)
RR
Ohio(3/3/2023)
RR
Oregon(3/3/2023)
RR
Pennsylvania(2/17/2021)
IAR
Pennsylvania(2/17/2021)
RR
Rhode Island(3/3/2023)
IAR
Rhode Island(4/13/2023)
RR
South Carolina(3/3/2023)
RR
Tennessee(3/3/2023)
RR
Texas(3/3/2023)
IAR
Texas(5/2/2023)
RR
Virginia(2/17/2021)
RR
Washington(3/3/2023)
RR
Wisconsin(3/3/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
