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Kyle David Reise

LPl Financial LLC

Paramus, NJ

Little River, SC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-17
SC RA APPROVED 2025-03-17
  • NJ RA
    APPROVED
    Since 2025-03-17
  • SC RA
    APPROVED
    Since 2025-03-17

Branch Locations

461 From Rd Ste 385 3Rd Floor, Paramus, NJ 07652 • United States

Little River, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Paramus NJ 08/2016 Present
Private Portfolio Partners, Llc Paramus NJ 08/2016 03/2025
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-03-08
S63 Uniform Securities Agent State Law Examination 2000-01-14
  • S65 Uniform Investment Adviser Law Examination
    2000-03-08
  • S63 Uniform Securities Agent State Law Examination
    2000-01-14
Designations

View on SEC IAPD

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Other Investors

Jennifer Williams
Claudine D. Isaac
Emma B. Hallett
Inna Price
Daniel K Roh
Thomas W. Larsen
JEREMY DAVID BROWER
Natalia Oliver

Other Offices

J.P. MORGAN SECURITIES LLC · Paramus, NJ
J.P. MORGAN SECURITIES LLC · Paramus, NJ
J.P. MORGAN SECURITIES LLC · Paramus, NJ
WELLS FARGO CLEARING SERVICES, LLC · PARAMUS, NJ
WELLS FARGO CLEARING SERVICES, LLC · PARAMUS, NJ
WELLS FARGO CLEARING SERVICES, LLC · PARAMUS, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PARAMUS, NJ
LPL FINANCIAL LLC · PARAMUS, NJ

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