Kyle E Harvey
Investment adviser representative at Allworth Financial, L.P.
13 yearsExperience
1 stateRegistered in
$33.6BFirm assets
19 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Allworth Financial, L.P.Aug 2022 to now
- New American FundingJan 2022 to Aug 2022
- River City MortgageMay 2021 to Dec 2021
- Ohio UniversityAug 2017 to May 2021
- Mason High SchoolJul 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 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
- 7612392
- Firm CRD
- 111167