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Kyle J. Brady

Thepartners Wealth Management

Carmel By The Sea, CA

Ponte Vedra Beach, FL

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Current Employers
Thepartners Wealth Management

Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-21
  • FL RA
    APPROVED
    Since 2025-08-21

Branch Locations

Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States

234 Canal Blvd, Unit 2, Ponte Vedra Beach, FL 32082 • 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
Ymca Ponte Vedra Beach FL 02/2017 05/2018
Ponte Vedra High School Ponte Vedra Beach FL 07/2014 02/2018
Florida State University Tallahassee FL 05/2018 06/2019
The Lodge And Club Ponte Vedra FL 06/2019 08/2019
Florida State University Tallahassee FL 08/2019 02/2020
Seminole Legacy Golf Club Tallahassee FL 02/2020 10/2021
Ocean Pointe Financial Services Ponte Vedra Beach FL 05/2021 07/2021
Florida State University Tallahassee FL 07/2021 05/2022
Fidelity Investments Jacksonville FL 07/2022 08/2025
Fidelity Investments Boston MA 03/2025 08/2025
Thepartners Wealth Management Carmel By The Sea CA 08/2025 Present
  • 02/2017 → 05/2018
    Ymca
    Ponte Vedra Beach, FL
  • 07/2014 → 02/2018
    Ponte Vedra High School
    Ponte Vedra Beach, FL
  • 05/2018 → 06/2019
    Florida State University
    Tallahassee, FL
  • 06/2019 → 08/2019
    The Lodge And Club
    Ponte Vedra, FL
  • 08/2019 → 02/2020
    Florida State University
    Tallahassee, FL
  • 02/2020 → 10/2021
    Seminole Legacy Golf Club
    Tallahassee, FL
  • 05/2021 → 07/2021
    Ocean Pointe Financial Services
    Ponte Vedra Beach, FL
  • 07/2021 → 05/2022
    Florida State University
    Tallahassee, FL
  • 07/2022 → 08/2025
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → 08/2025
    Fidelity Investments
    Boston, MA
  • 08/2025 → Present
    Thepartners Wealth Management
    Carmel By The Sea, CA
Previous Registrations
  • 2025-03-31 → 2025-08-14
    Strategic Advisers Llc
    Jacksonville, FL
    Ponte Vedra Beach, FL
    Boston, MA
  • 2023-04-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-19
S63 Uniform Securities Agent State Law Examination 2022-11-07
  • S66 Uniform Combined State Law Examination
    2023-04-19
  • S63 Uniform Securities Agent State Law Examination
    2022-11-07
Other Names
  • Kyle Brady

View on SEC IAPD

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