Kyle William Kennedy

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2021 → 01/2023
  Equitable Advisors Llc
  New York, NY
• 11/2018 → Present
  Jimmy P's Burgers & More
  Naples, FL
• 07/2019 → 06/2021
  Awe Watersports
  Naples, FL
• 05/2012 → 07/2018
  Sybergs Eating & Drinking Company
  Chesterfield, MO
• 06/2014 → 06/2017
  St. Charles Community College
  Cottleville, MO
• 07/2017 → 12/2017
  University Of Missouri St. Louis
  St. Louis, MO
• 08/2018 → 06/2021
  Florida Gulf Coast University
  Fort Myers, FL
• 01/2023 → 09/2023
  Fidelity Investments
  Covington, KY
• 05/2018 → 11/2018
  The Shack Breakfast And Lunch
  O'fAllon, MO
• 09/2023 → 11/2023
  Fsc
  Rochester, NY
• 11/2023 → Present
  Osaic Wealth, Inc.
  Naples, FL

Previous Registrations

• 2023-09-21 → 2023-11-03
  Fsc Securities Corporation
  Naples, FL
• 2023-04-14 → 2023-09-13
  Fidelity Personal And Workplace Advisors
  Fort Myers, FL

Other Businesses

1. JIMMY P'S BURGERS & MORE POSITION: Server NATURE: Restaurant INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 11/21/2018 ADDRESS: 1201 Piper Blvd, #11, Naples FL 34410, United States DESCRIPTION: Take order, Process payments, Clean, answer phone calls 2. CAM LLC POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/27/2023 ADDRESS: 9601 Tamiami Trail N, Naples FL 34108, United States DESCRIPTION: Client services and administrative support to advisor

Exams

• S66 Uniform Combined State Law Examination
  2023-04-11

Other Names

• Kyle William Kennedy
• Kyle William Kennedy