Kyle Kratochvil

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2020 → 06/2021
  Equitable Advisors, Llc
  New York, NY
• 08/2016 → 07/2020
  University Of Vermont
  Burlington, VT
• 05/2018 → 08/2019
  Preferred Pool Management
  Bergenfield, NJ
• 05/2014 → 08/2017
  Morristown Recreation
  Morristown, NJ
• 03/2012 → 08/2018
  Friendship Circle
  Livingston, NJ
• 06/2021 → 03/2023
  Regentatlantic
  Morristown, NJ
• 12/2022 → Present
  Corient
  New York, NY
• 07/2023 → Present
  Corient Services Llc
  Miami, FL
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto

Previous Registrations

• 2021-12-07 → 2023-03-31
  Regentatlantic
  Morristown, NJ

Exams

• S66 Uniform Combined State Law Examination
  2021-08-26
• S63 Uniform Securities Agent State Law Examination
  2020-12-11

Designations

• Certified Financial Planner