Kyle Christopher Mcdonell
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
2 statesRegistered in
$252.3BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wells Fargo Advisors Financial Network, LLCFeb 2024 to now
- Wells Fargo Clearing Services, LLCJan 2019 to Feb 2024
- Advantage Advertising, Inc.Jun 2018 to Dec 2019
- Strategic FactoryJun 2018 to Aug 2018
- 103.7 Wxcy, Delmarva Broadcasting CompanyMay 2018 to Aug 2018
- Mogultech, LLCJul 2017 to Mar 2018
- Sandler TrainingJun 2017 to Aug 2017
- Recwell, University of MarylandMar 2017 to Sep 2017
- The University of Maryland: College ParkAug 2016 to Dec 2019
- Mcdonell Consulting GroupJun 2015 to Feb 2020
- United States Futsal FederationDec 2014 to Mar 2019
- United State Soccer FederationJun 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, MD).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 7058881
- Firm CRD
- 11025