Kyle Matthew Tweet

Employer firm

Tweet Management Services, Inc. CRD 156730

$121M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → Present
  Tweet Management Services
  La Mesa, CA

Previous Registrations

• 2011-02-07 → 2011-12-31
  Salt Capital Management
  Ladera Ranch, CA
• 2009-01-12 → 2010-12-31
  Salt Capital Management
  Ladera Ranch, CA
• 2001-09-13 → 2009-01-06
  Ameriprise Financial Services, Llc
  San Diego, CA
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2001-09-11

Designations

• Chartered Financial Consultant