Kyle Joseph Lombardo
Investment adviser representative at Steward Partners Investment Advisory, LLC
10 yearsExperience
2 statesRegistered in
$36.7BFirm assets
10 yearsFirm in business
Are you Kyle Joseph Lombardo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Steward Partners Investment Advisory, LLCMar 2025 to now
- Steward Partners Global Advisory, LLCMar 2025 to now
- Steward Partners Investment Solutions, LLCMar 2025 to now
- Equitable Advisors, LLC.Aug 2023 to Mar 2025
- The Yardhouse RestaurantSep 2022 to Nov 2022
- Smitty's LiquorsJul 2020 to Aug 2023
- Maplewood LandscapingJun 2018 to Aug 2019
- Tewksbury Country ClubSep 2016 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 7797830
- Firm CRD
- 283004