Kyle S. Reynolds
Investment adviser representative at Planmember Securities Corporation
10 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 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 assetsHourlyFixed or flat feeCommissions
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
10 years in the industry.
- Planmember Securities CorporationJul 2025 to now
- Mutual Inc.Jan 2025 to now
- Stony Brook UniversityAug 2023 to now
- Daisy's Nashville LoungeOct 2024 to May 2025
- AflacFeb 2024 to Jan 2025
- Subway RestaurantJul 2021 to Feb 2023
- Miller Place High SchoolSep 2015 to Jun 2023
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 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
- 8030906
- Firm CRD
- 11869