Kyle Dagesse (CRD# 7606655) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Smithfield, RI | Jul 2022 - Current | 1 |
| North Atlantic Distribution | North Kingstown, RI | Apr 2022 - May 2022 | < 1 |
| La Masseria Restaurant Group | East Greenwich, RI | Sep 2021 - May 2022 | < 1 |
| University Of Rhode Island | Kingston, RI | Jan 2019 - Dec 2021 | 2 |
| Ri-dlt | Lincoln, RI | Feb 2021 - Aug 2021 | < 1 |
| Ri Department Of Health/ri Air National Guard | Providence, RI | Apr 2020 - Dec 2020 | < 1 |
| Rhode Island Air National Guard | North Kingstown, RI | Jul 2016 - Dec 2020 | 4 |
| Cowessett Construction | Warwick, RI | Jun 2006 - Jun 2020 | 14 |
| Rhode Island Air National Guard | Al Jaber, | Jul 2019 - Jan 2020 | < 1 |
| Community College Of Rhode Island | Warwick, RI | Sep 2018 - Jan 2019 | < 1 |
| Community College Of Rhode Island | Warwick, RI | Sep 2017 - Dec 2018 | 1 |
| Anytime Fitness | Warwick, RI | Nov 2017 - Oct 2018 | < 1 |
| Maxx Fitness Clubs | Lincoln, RI | Nov 2015 - Jan 2017 | 1 |
| Jalette Contracting | Blackstone, MA | Jul 2016 - Dec 2016 | < 1 |
| Plansee Usa LLC | Franklin, MA | Jun 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- RI
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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