Kyle Langevin

IVY & CO.

SOUTH GLASTONBURY, CT 06073

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CRD#: 7017028

Professional summary

Kyle Langevin, CFP®, who also goes by Kyle George Langevin, is a registered financial advisor currently at IVY & CO. located in South Glastonbury, Connecticut.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Kyle has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle George Langevin

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 Langevin's 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

Experience

Current

January 27, 2025 - Present

IVY & CO.

Office #1: 931 Main St. Unit #3, South Glastonbury, CT 06073

RIA

CRD#: 333600

SOUTH GLASTONBURY, CT

Past

September 7, 2022 - January 8, 2024

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

FEEDING HILLS, MA

Past

September 7, 2022 - January 8, 2024

CITIZENS SECURITIES, INC.

CRD#: 39550

FEEDING HILLS, MA

Past

February 12, 2020 - February 15, 2022

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

GLASTONBURY, CT

Past

October 18, 2019 - February 15, 2022

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

GLASTONBURY, CT

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

Connecticut
(1/27/2025)

IAR

Massachusetts
(2/25/2025)

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

State Security Law Exam

IAR

Series 66

Date: 1/31/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/18/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/26/2019

Securities Industry Essentials Examination

Current Firm

IVY & CO.

IVY & CO. | IVY CAPITAL LLC

CRD#: 333600 / SEC#:

Connecticut

Registered Investment Advisory firm - (1/27/2025 Approved)

Massachusetts

Registered Investment Advisory firm - (2/25/2025 Approved)

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Contact information

Main Address

931 Main St. Unit #3, South Glastonbury, CT 06073

Mailing Address

Phone number

(860) 937-7058

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 Langevin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

IVY & CO.

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

State Registrations and Notice Filings

Exams

Series 66

Date: 1/31/2020

Series 7TO

Date: 10/18/2019

SIE

Date: 8/26/2019

Current Firm

IVY & CO.

Contact information

Documents

Red Flags

Company Information

IVY & CO.

TRUST BUT VERIFY

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