Kylie Stevens (CRD# 7110739) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 3 years of experience in the finance industry.
CRD# 5875142
Achilles Wealth Management, LLC
CRD# 1535429
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4091348
Optimist Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dakota Wealth, LLC | Palm Beach Gardens, FL | Feb 2022 - Current | 2 |
| Foreside Fund Services, LLC | New York, NY | Apr 2021 - Jan 2022 | < 1 |
| Wisdomtree Asset Management, Inc. | New York, NY | Apr 2021 - Jan 2022 | < 1 |
| Foreside Fund Services, LLC | Duxbury, MA | Oct 2020 - Apr 2021 | < 1 |
| Wisdomtree Asset Management, Inc. | Duxbury, MA | Sep 2020 - Apr 2021 | < 1 |
| Union College | Schenectady, NY | Sep 2016 - Jun 2020 | 3 |
| Morgan Stanley | Norwell, MA | Jun 2019 - Aug 2019 | < 1 |
| Duxbury High School | Duxbury, MA | Sep 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- FL
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Total Assets Under Management5,334MILLIONS
-
Total Number of Accounts9,720ACCOUNTS
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Average Account Value$548,779
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI
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