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KW

Kyle M. Wellner

PAPAMARKOU WELLNER PERKIN ADVISORS
New York, NY 10022
Some features on this profile are disabled
CRD#: 7274022
KW

Professional summary

Kyle Maximilian Wellner is a registered financial advisor currently at PAPAMARKOU WELLNER PERKIN ADVISORS located in New York, New York and PAPAMARKOU WELLNER & CO., INC. located in New York, New York.

Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Kyle has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

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.
"DJ Wellnez" or "Wellnez" DJing business for private parties & public events (bars, clubs, etc.); Approx 5-10 hours per week (or month)(none during Business hours); Fall 2013 to the present; Non-investment-related; Sole proprietor.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Maximilian Wellner'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

August 4, 2021 - Present

PAPAMARKOU WELLNER PERKIN ADVISORS

Office #1: 430 Park Avenue 17th Floor, New York, NY 10022
RIA
CRD#: 131796
New York, NY
Current

July 17, 2020 - Present

PAPAMARKOU WELLNER & CO., INC.

Office #1: 430 Park Avenue 17th Floor, New York, NY, 10022
BD
CRD#: 10963
New York, NY

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".
PW
PAPAMARKOU WELLNER PERKIN ADVISORS
PAPAMARKOU ASSET MANAGEMENT INCORPORATED | PAPAMARKOU WELLNER PERKIN ADVISORS | PAPAMARKOU WELLNER PERKIN | PAPAMARKOU WELLNER ASSET MANAGEMENT, INC.

CRD#: 131796 / SEC#: 801-63317

RIA
Registered Investment Advisory firm - (7/21/2004 Approved)

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.
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
(1/8/2025)
RR
Nevada
(1/8/2025)
RR
New York
(8/18/2020)
IAR
New York
(8/4/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/4/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/18/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/17/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/8/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

PW
PAPAMARKOU WELLNER PERKIN ADVISORS
PAPAMARKOU ASSET MANAGEMENT INCORPORATED | PAPAMARKOU WELLNER PERKIN ADVISORS | PAPAMARKOU WELLNER PERKIN | PAPAMARKOU WELLNER ASSET MANAGEMENT, INC.

CRD#: 131796 / SEC#: 801-63317

RIA
Registered Investment Advisory firm - (7/21/2004 Approved)
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Contact information

Main Address
430 Park Avenue 17th Floor, New York, NY 10022
Mailing Address
Phone number
(212) 223-2020
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (11 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PWAMI.FORM ADV PART 2.BROCHURE.7-15-2025 (7/16/2025)

Regulatory assets under management

Total Number of Accounts113
AUM (Assets Under Management)$ 357,020,170

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

PAPAMARKOU WELLNER PERKIN ADVISORS

CRD#: 131796New York, NY 10022

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