Kyle Carney

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 06/2016 → 06/2017
  Wells Fargo Funds Distributor
  Boston, MA
• 07/2017 → 11/2018
  John Hancock Funds
  Boston, MA
• 07/2017 → 11/2018
  John Hancock
  Boston, MA
• 12/2018 → 09/2021
  Bank Of America, N.A.
  Boston, MA
• 12/2018 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 10/2021 → 04/2023
  Personal Capital Advisors
  Duxbury, MA
• 04/2023 → 05/2025
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 08/2023 → 05/2025
  Empower Financial Services, Inc
  Greenwood Village, CO
• 05/2025 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2023-04-03 → 2025-05-07
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Duxbury, MA
  Greenwood Village, CO
• 2021-10-20 → 2023-04-03
  Personal Capital Advisors Corporation
  Duxbury, MA
  Greenwood Village, CO
• 2019-01-08 → 2021-10-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  Boston, MA
  Boston, MA
  Hingham, MA
  Boston, MA
  Hingham, MA
  Hanover, MA
• 2017-08-30 → 2019-02-22
  John Hancock Personal Financial Services, Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2017-08-29
• S63 Uniform Securities Agent State Law Examination
  2016-08-04

Other Names

• Kyle Carney
• Kyle Brendan Carney