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KM

Kyle M. Mcdonald

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CRD#: 6878588
KM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kyle Marshall Mcdonald was a registered financial professional .

Kyle is a previously registered financial professional and started their career in finance in 2017. Kyle had worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 22, 2017 - May 7, 2018

DRIVEWEALTH INSTITUTIONAL LLC

BD
CRD#: 33038
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


DI
DRIVEWEALTH INSTITUTIONAL LLC
CUTTONE & CO., INC. | DRIVEWEALTH INSTITUTIONAL LLC | CUTTONE & CO., LLC

CRD#: 33038 / SEC#: , 8-31461

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
11 Wall Street, New York, NY 10005
Mailing Address
28 Liberty Street 50th Floor, New York, NY 10005
Phone number
(646) 943-5400
Established
New York since 10/04/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (32 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
DRIVEWEALTH HOLDINGS INC.SOLE MEMBER
BLANGIARDO, ALESSIOFINANCIAL & OPERATIONS PRINCIPAL5600541
ILARIO, ANTHONYCHIEF OPERATING OFFICER2262100
MADARASZ, RONALD JOHNSENIOR MANAGER, INSTITUTIONAL SALES & TRADING1769473
METZGER, BARRY SCOTTCHIEF EXECUTIVE OFFICER4719211
POND, ERICROSFP6069469
QUINONES, VINCENT JOSEPHHEAD OF EXECUTION SERVICES4308610
TZANETEAS, ALEC MICHAELCHIEF COMPLIANCE OFFICER6983736

Disclosures


Regulatory Event3

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.

Company Information


DRIVEWEALTH INSTITUTIONAL LLC

CRD#: 33038

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