Kyle S. Moore

QUARRY HILL ADVISORS

Saint Paul, MN 55114

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CRD#: 6689134

Professional summary

Kyle Stephen Moore, CFP® is a registered financial advisor currently at QUARRY HILL ADVISORS located in Saint Paul, Minnesota.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kyle has worked at 2 firms .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Stephen Moore'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

June 23, 2017 - Present

QUARRY HILL ADVISORS

Office #1: 550 Vandalia Street Suite 311, Saint Paul, MN 55114

RIA

CRD#: 288334

Saint Paul, MN

Past

October 5, 2016 - April 20, 2017

PITZL FINANCIAL

RIA

CRD#: 171441

ARDEN HILLS, MN

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".

QUARRY HILL ADVISORS

QUARRY HILL ADVISORS | QUARRY HILL ADVISORS, LLC

CRD#: 288334 / SEC#: 801-122010

RIA

Registered Investment Advisory firm - (8/2/2021 Approved)

Florida

Registered Investment Advisory firm - (8/12/2021 Terminated)

Minnesota

Registered Investment Advisory firm - (8/12/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Minnesota
(6/23/2017)

IAR

Texas
(5/6/2022)

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

QUARRY HILL ADVISORS

QUARRY HILL ADVISORS | QUARRY HILL ADVISORS, LLC

CRD#: 288334 / SEC#: 801-122010

RIA

Registered Investment Advisory firm - (8/2/2021 Approved)

Florida

Registered Investment Advisory firm - (8/12/2021 Terminated)

Minnesota

Registered Investment Advisory firm - (8/12/2021 Terminated)

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Contact information

Main Address

550 Vandalia Street Suite 311, Saint Paul, MN 55114

Mailing Address

Phone number

(612) 440-0318

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (1/27/2025)

Regulatory assets under management

Total Number of Accounts	909
AUM (Assets Under Management)	$ 292,382,348

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/15/2024	Cover Page	Report

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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Kyle S. Moore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

QUARRY HILL ADVISORS

PITZL FINANCIAL

Primary Firm SEC Registration

QUARRY HILL ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

QUARRY HILL ADVISORS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

QUARRY HILL ADVISORS

TRUST BUT VERIFY

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