Kyle A. Pezzi
Professional summary
Kyle A Pezzi, who also goes by Kyle Andrew Pezzi, Kyle Pezzi, was a registered financial advisor .
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kyle had worked at 3 firms and has passed the Series 65, Series 63, Series 87, SIE, Series 86, Series 7 and Series 79 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 13, 2026 - Present
May 10, 2019 - September 2, 2020
BOFA SECURITIES, INC.
August 14, 2017 - May 10, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/13/2026)
Exams
Current firm
No current employment
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.
