Kyle David Reise

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2016 → Present
  Lpl Financial, Llc
  Paramus, NJ
• 08/2016 → 03/2025
  Private Portfolio Partners, Llc
  Paramus, NJ

Previous Registrations

• 2016-08-30 → 2025-04-08
  Private Portfolio Partners, Llc
  Middletown, MD
  Paramus, NJ
  Little River, SC
  Myrtle Beach, SC
• 2009-02-20 → 2016-08-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frederick, MD
  Chambersburg, PA
• 2007-04-02 → 2009-02-24
  Morgan Stanley & Co. Llc
  Frederick, MD
• 2006-10-13 → 2007-04-02
  Morgan Stanley Dw Inc.
  Frederick, MD
• 2005-11-03 → 2006-09-25
  Lydian Wealth Management Company, Llc
  Rockville, MD
• 2002-06-05 → 2004-01-23
  T. Rowe Price Advisory Services, Inc.
  Short Hills, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-08
• S63 Uniform Securities Agent State Law Examination
  2000-01-14

Designations

• Certified Financial Planner