Kyle James Smith
Investment adviser representative at Charles Schwab & Co., Inc.
15 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
15 years in the industry.
- Charles Schwab & Co., Inc.Apr 2022 to now
- Charles Schwab Bank, SsbApr 2022 to now
- Park Avenue SecuritiesJan 2020 to Apr 2022
- Guardian Life Insurance Company of AmericaJul 2019 to Feb 2020
- Park Avenue SecuritiesMay 2019 to Jun 2019
- International Planning AllianceJun 2015 to Jul 2019
- The College of New JerseyAug 2013 to Jan 2018
- Cracker BarrelFeb 2011 to Oct 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 6588032
- Firm CRD
- 5393