Kyle Ergas (CRD# 7850565) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yorba Linda, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Yorba Linda, CA | Jan 2024 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yorba Linda, CA | Dec 2023 - Current | < 1 |
| Unemployed | Anaheim, CA | May 2023 - Dec 2023 | < 1 |
| Dzs, Inc. | Plano, TX | Jan 2023 - May 2023 | < 1 |
| Calamp | Irvine, CA | May 2022 - Jan 2023 | < 1 |
| Plume Design, Inc. | Palo Alto, CA | Jan 2021 - Jun 2022 | 1 |
| San Jose State University | San Jose, CA | Jan 2019 - Dec 2020 | 1 |
| West Valley College | Saratoga, CA | Jan 2015 - Dec 2020 | 5 |
| Catering By Dana | Redwood City, CA | Jan 2016 - Dec 2019 | 3 |
| Csu, Sacramento | Sacramento, CA | Aug 2015 - Dec 2015 | < 1 |
| Almaden Swim And Racquet Club | Sn Jose, CA | Jun 2011 - Aug 2015 | 4 |
| Leland High School | San Jose, CA | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- CA
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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