Stephen D. Kyle

PARABLE WEALTH ADVISORS

St Augustine, FL 32080

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CRD#: 6527342

Professional summary

Stephen David Kyle, CFP® is a registered financial advisor currently at PARABLE WEALTH ADVISORS located in St Augustine, Florida.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Stephen has worked at 2 firms .

Biography

Outside of work Stephen enjoys spending time with his wife and kids, listening to music, and reading. He is a huge fan of the Chicago Cubs and the Florida State Seminoles.

Question & Answer

What are your service offerings?

Investment Planning

Comprehensive Financial Planni...

Estate Planning

Elder Care

Retirement Planning

Insurance Planning

Employee and Employer Plan Ben...

Tax Planning

Education Planning

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Hourly

Insurance Related Issues

Millennials

Retirement Planning & Distribu...

What is your minimum asset requirement?

250K

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen David Kyle'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

February 6, 2024 - Present

PARABLE WEALTH ADVISORS

Office #1: 460 A1a Beach Blvd., St Augustine, FL 32080

RIA

CRD#: 304873

St Augustine, FL

Past

July 22, 2015 - February 1, 2024

RIVER CAPITAL ADVISORS, LC

RIA

CRD#: 133706

JACKSONVILLE, FL

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.

Highlighted states indicate IAR registrations

IAR

Florida
(2/6/2024)

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

Current Firm

PARABLE WEALTH ADVISORS

PARABLE WEALTH ADVISORS | PARABLE, LLC

CRD#: 304873 / SEC#: 801-132360

Florida

Registered Investment Advisory firm - (8/30/2019 Approved)

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Contact information

Main Address

460 A1a Beach Blvd., St Augustine, FL 32080

Mailing Address

Phone number

(904) 420-0008

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

Regulatory assets under management

Total Number of Accounts	208
AUM (Assets Under Management)	$ 140,868,916

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.

Contact information

(xxx) xxx-xxxx

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Stephen D. Kyle

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen David Kyle's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARABLE WEALTH ADVISORS

RIVER CAPITAL ADVISORS, LC

State Registrations and Notice Filings

Exams

Current Firm

PARABLE WEALTH ADVISORS

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARABLE WEALTH ADVISORS

TRUST BUT VERIFY

Contact information

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