Kyle Ray
Investment adviser representative at American Century Investments Private Client Group, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- American Century Investments Private Client Group, Inc.Jun 2022 to now
- American Century Investment Services, Inc.Jun 2022 to now
- Steel Peak Wealth Management, LLCAug 2021 to May 2022
- UnemployedMar 2021 to Aug 2021
- Argosy Wealth Management CorporationAug 2018 to Mar 2021
- Mutual Securities, Inc.Aug 2018 to Mar 2021
- Mercer Global Advisors Inc.Aug 2018 to Feb 2021
- UnemployedFeb 2018 to Aug 2018
- Lighthouse Financial Services, Inc.Feb 2017 to Feb 2018
- JPMorgan Securities LLCMay 2016 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
American Century Investments Private Client Group, Inc.
$2.3BAssets managed
4,107Clients
62Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4081405
- Firm CRD
- 290043