Kyle R. Purcell

MMA SECURITIES LLC

Saddlebrook, NJ 07663

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CRD#: 6273240

Professional summary

Kyle Richard Purcell, who also goes by Kyle Purcell, is a registered financial advisor currently at MMA SECURITIES LLC located in Saddlebrook, New Jersey and MMA ASSET MANAGEMENT LLC located in Conshohocken, Pennsylvania.

Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Kyle has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle Purcell

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) - RIA

Click below to view Kyle Richard Purcell'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®

None

Experience

Current

August 14, 2020 - Present

MMA SECURITIES LLC

Office #1: Park 80 West, Plaza Two 250 Pehle Ave., Suite 400, Saddlebrook, NJ 07663

RIA

CRD#: 44254

Saddlebrook, NJ

Current

June 1, 2023 - Present

MMA ASSET MANAGEMENT LLC

Office #1: 161 Washington Street Suite 1200, Conshohocken, PA 19428

RIA

CRD#: 155426

CONSHOHOCKEN, PA

Current

March 26, 2020 - Present

MMA SECURITIES LLC

Office #1: Park 80 West, Plaza Two 250 Pehle Ave., Suite 400, Saddlebrook, NJ 07663

RIA

CRD#: 44254

Saddlebrook, NJ

Past

January 15, 2014 - March 11, 2020

MUTUAL OF AMERICA SECURITIES LLC

CRD#: 27878

PARSIPPANY, NJ

Past

January 15, 2014 - March 11, 2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

CRD#: 15356

PARSIPPANY, NJ

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".

MMA ASSET MANAGEMENT LLC

CENTURION ASSET MANAGEMENT | MMA ASSET MANAGEMENT LLC | COMPASS FINANCIAL PARTNERS | CENTURION ASSET MANAGEMENT, LLC

CRD#: 155426 / SEC#: 801-71975

RIA

Registered Investment Advisory firm - (11/10/2010 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.

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

Connecticut
(10/6/2020)

New Jersey
(8/13/2020)

IAR

New Jersey
(8/14/2020)

New York
(10/6/2020)

Pennsylvania
(10/6/2020)

IAR

Pennsylvania
(6/1/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/4/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/13/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/15/2014

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

MMA ASSET MANAGEMENT LLC

CENTURION ASSET MANAGEMENT | MMA ASSET MANAGEMENT LLC | COMPASS FINANCIAL PARTNERS | CENTURION ASSET MANAGEMENT, LLC

CRD#: 155426 / SEC#: 801-71975

RIA

Registered Investment Advisory firm - (11/10/2010 Approved)

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Contact information

Main Address

161 Washington Street Suite 1200, Conshohocken, PA 19428

Mailing Address

1166 Avenue Of The Americas, New York, NY 10036

Phone number

(610) 684-3200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MMA ASSET MANAGEMENT - INSTITUTIONAL FIRM BROCHURE 03.2025 (3/27/2025)

MMA ASSET MANAGEMENT - RETAIL FIRM BROCHURE 03.2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	555
AUM (Assets Under Management)	$ 715,242,096

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

Kyle R. Purcell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Richard Purcell's CRS (Customer Relationship Summary).

Certified licenses

Experience

MMA ASSET MANAGEMENT LLC

MMA SECURITIES LLC

MUTUAL OF AMERICA SECURITIES LLC

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

Primary Firm SEC Registration

MMA ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/4/2020

Series 7TO

Date: 8/13/2020

SIE

Date: 10/1/2018

Series 6

Date: 1/15/2014

FINRA

Current Firm

MMA ASSET MANAGEMENT LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MMA ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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