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KL

Kyle R. Long

PEDERSON&CO LLC
Chicago, IL 60654
Some features on this profile are disabled
CRD#: 6921493
KL

Professional summary

Kyle Rey Long, who also goes by Kyle Long, is a registered financial professional currently at PEDERSON&CO LLC located in Chicago, Illinois.

Kyle is registered as a RR (Registered Representative) and started their career in finance in 2019. Kyle has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kyle Long

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) - BD

Click below to view Kyle Rey Long'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®
None

Experience

Current

November 18, 2024 - Present

PEDERSON&CO LLC

Office #1: 350 N Orleans Street Ste 9000n, Chicago, IL 60654
BD
CRD#: 308617
Chicago, IL
Past

August 2, 2019 - February 16, 2021

FTP SECURITIES LLC

BD
CRD#: 129356
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(2/4/2025)
RR
Illinois
(9/25/2025)
RR
Massachusetts
(5/13/2025)
RR
Minnesota
(2/4/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 2/3/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 11/17/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/30/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

PL
PEDERSON&CO LLC
LOON ADVISORS LLC | PEDERSON&CO LLC

CRD#: 308617 / SEC#: , 8-70655

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
9110 Belvedere Drive, Eden Prairie, MN 55347
Mailing Address
9110 Belvedere Drive, Eden Prairie, MN 55347
Phone number
(651) 271-7219
Established
Delaware since 03/26/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (16 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
LAGOON CAPITAL HOLDINGS INC.SHAREHOLDER
DREPAUL, ROSHNI ARUNAFINOP6487453
ODDENINO, DAREN MICHAELCHIEF COMPLIANCE OFFICER5233133
PEDERSON, ZACHARY JAMESCHIEF EXECUTIVE OFFICER, CO-FOUNDER6594149

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

PEDERSON&CO LLC

CRD#: 308617Chicago, IL 60654

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