TC
Troy M. Cloutier
KG&L CAPITAL MANAGEMENT
LAFAYETTE, LA 70503
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CRD#: 7032505
TC
Professional summary
Troy Michael Cloutier, who also goes by Troy Cloutier, is a registered financial advisor currently at KG&L CAPITAL MANAGEMENT, LLC located in Lafayette, Louisiana.
Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Troy has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Troy Cloutier
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.
Today I am a loan broker and sell insurance to businesses(P&C, Life, and Health).
CRS (Client Relationship Summary) - RIA
Click below to view Troy Michael Cloutier'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®
NoneExperience
Current
October 16, 2018 - Present
KG&L CAPITAL MANAGEMENT, LLC
Office #1: 105 English Gardens Pkwy, Lafayette, LA 70503RIA
CRD#: 164500
LAFAYETTE, LA
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".
KC
KG&L CAPITAL MANAGEMENT, LLC
KG CAPITAL MANAGEMENT LLC | KG&L CAPITAL MANAGEMENT, LLC | KG CAPITAL MANAGEMENT, LLC
CRD#: 164500 / SEC#: 801-112461
RIA
Registered Investment Advisory firm - (2/16/2018 Approved)Alabama
Registered Investment Advisory firm - (4/12/2018 Terminated)Louisiana
Registered Investment Advisory firm - (4/13/2018 Terminated)Mississippi
Registered Investment Advisory firm - (4/12/2018 Terminated)Texas
Registered Investment Advisory firm - (4/12/2018 Terminated)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
Louisiana(10/16/2018)
Exams
Current Firm
KC
KG&L CAPITAL MANAGEMENT, LLC
KG CAPITAL MANAGEMENT LLC | KG&L CAPITAL MANAGEMENT, LLC | KG CAPITAL MANAGEMENT, LLC
CRD#: 164500 / SEC#: 801-112461
RIA
Registered Investment Advisory firm - (2/16/2018 Approved)Alabama
Registered Investment Advisory firm - (4/12/2018 Terminated)Louisiana
Registered Investment Advisory firm - (4/13/2018 Terminated)Mississippi
Registered Investment Advisory firm - (4/12/2018 Terminated)Texas
Registered Investment Advisory firm - (4/12/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4782 Prosperity Street, Saint Francisville, LA 70775
Mailing Address
Po Box 1220, Saint Francisville, LA 70775
Phone number
(225) 245-5153
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,298 |
| AUM (Assets Under Management) | $ 414,086,497 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KG&L CAPITAL MANAGEMENT, LLC
CRD#: 164500Lafayette, LA 70503TRUST BUT VERIFY
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