Kyle James Nardi

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-05-15
CA	RA	APPROVED	2024-05-03

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Irvine	CA	09/2021	Present
Robert Wayne Footwear	Brea	CA	10/2020	03/2021
Robert Wayne Footwear	Brea	CA	02/2019	03/2020
Brea Olinda Unified School District	Brea	CA	08/2017	02/2019
Ac Brea Soccer Club	Brea	CA	08/2017	02/2019
Souplantation	Brea	CA	06/2016	12/2016
Brea Olinda High School	Brea	CA	06/2013	06/2017
Cal State University Fullerton	Fullerton	CA	06/2017	06/2022
Bank Of America, N.A.	Irvine	CA	06/2026	Present

09/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Irvine, CA
10/2020 → 03/2021

Robert Wayne Footwear

Brea, CA
02/2019 → 03/2020

Robert Wayne Footwear

Brea, CA
08/2017 → 02/2019

Brea Olinda Unified School District

Brea, CA
08/2017 → 02/2019

Ac Brea Soccer Club

Brea, CA
06/2016 → 12/2016

Souplantation

Brea, CA
06/2013 → 06/2017

Brea Olinda High School

Brea, CA
06/2017 → 06/2022

Cal State University Fullerton

Fullerton, CA
06/2026 → Present

Bank Of America, N.A.

Irvine, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-02