Stephen David Kyle
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Financial Planning
- Estate & Legacy Planning
- Health Care & Long-Term Care Planning
- Retirement Planning
- Risk Management & Insurance
- Business Services
- Tax Planning
- Education Funding
- Cashflow & Budgeting
Specializations
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.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
PARABLE WEALTH ADVISORS | PARABLE, LLC
Contact Information
Main Address
460 A1a Beach Blvd., St Augustine, FL 32080Phone Number
(904) 420-0008# of Employees
5SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
271AUM (Assets Under Management)
$176,326,932Similar Advisors
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FBL WEALTH MANAGEMENT, LLC
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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.
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Primary Firm SEC Registration
PARABLE WEALTH ADVISORS | PARABLE, LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Stephen David Kyle's CRS (Customer Relationship Summary).
Services Offered by Stephen
- Investment Management
- Financial Planning
- Estate & Legacy Planning
- Health Care & Long-Term Care Planning
- Retirement Planning
- Risk Management & Insurance
- Business Services
- Tax Planning
- Education Funding
- Cashflow & Budgeting
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