KT
Kyle A. Tessmar
MDRN CAPITAL
Chesterfield, MI
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CRD#: 7770004
KT
Professional summary
Kyle A Tessmar, who also goes by Kyle Anthony Tessmar, Kyle Tessmar, is a registered financial advisor currently at MDRN CAPITAL located in Chesterfield, Michigan.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kyle has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle Anthony Tessmar | Kyle Tessmar
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.
1. MDRN Insurance, LLC; Insurance Agent; same address; Non-Investment Related; Appx 10% of time during the month
CRS (Client Relationship Summary) - RIA
Click below to view Kyle A Tessmar'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
November 26, 2024 - Present
MDRN CAPITAL
RIA
CRD#: 325950
Chesterfield, MI
Past
September 12, 2023 - November 12, 2024
EDWARD JONES
RIA
CRD#: 250
MOUNT CLEMENS, MI
Past
August 15, 2023 - November 12, 2024
EDWARD JONES
BD
CRD#: 250
MOUNT CLEMENS, MI
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".
MC
MDRN CAPITAL
MDRN CAPITAL | MDRN CAPITAL, LLC
CRD#: 325950 / SEC#: 801-130784
RIA
Registered Investment Advisory firm - (7/29/2024 Approved)Florida
Registered Investment Advisory firm - (8/21/2024 Terminated)Louisiana
Registered Investment Advisory firm - (9/17/2024 Terminated)Maryland
Registered Investment Advisory firm - (8/26/2024 Terminated)Michigan
Registered Investment Advisory firm - (8/30/2024 Terminated)Missouri
Registered Investment Advisory firm - (8/21/2024 Terminated)North Carolina
Registered Investment Advisory firm - (8/22/2024 Terminated)Ohio
Registered Investment Advisory firm - (8/21/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/21/2024 Terminated)Texas
Registered Investment Advisory firm - (8/21/2024 Terminated)Utah
Registered Investment Advisory firm - (8/21/2024 Terminated)Virginia
Registered Investment Advisory firm - (8/24/2024 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
Michigan(11/26/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/15/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
MC
MDRN CAPITAL
MDRN CAPITAL | MDRN CAPITAL, LLC
CRD#: 325950 / SEC#: 801-130784
RIA
Registered Investment Advisory firm - (7/29/2024 Approved)Florida
Registered Investment Advisory firm - (8/21/2024 Terminated)Louisiana
Registered Investment Advisory firm - (9/17/2024 Terminated)Maryland
Registered Investment Advisory firm - (8/26/2024 Terminated)Michigan
Registered Investment Advisory firm - (8/30/2024 Terminated)Missouri
Registered Investment Advisory firm - (8/21/2024 Terminated)North Carolina
Registered Investment Advisory firm - (8/22/2024 Terminated)Ohio
Registered Investment Advisory firm - (8/21/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/21/2024 Terminated)Texas
Registered Investment Advisory firm - (8/21/2024 Terminated)Utah
Registered Investment Advisory firm - (8/21/2024 Terminated)Virginia
Registered Investment Advisory firm - (8/24/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401
Mailing Address
Phone number
(410) 533-9966
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 978 |
| AUM (Assets Under Management) | $ 160,866,017 |
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.
