Kyle Langevin

Employer firm

Ivy & Co. CRD 333600

$6.50M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2018 → 02/2022
  Cig Private Wealth Management
  Glastonbury, CT
• 08/2014 → 01/2022
  Student
  West Hartford, CT
• 02/2022 → 08/2022
  Unemployed
  Glastonbury, CT
• 09/2022 → 01/2024
  Citizens Securities
  Ludlow, MA
• 06/2021 → Present
  Kyle Langevin, Sole Proprietor
  South Glastonbury, CT
• 02/2020 → 02/2022
  Commonwealth Financial Network
  Glastonbury, CT
• 09/2024 → Present
  Ivy Capital, Llc Dba Ivy & Co.
  South Glastonbury, CT
• 10/2024 → Present
  Ivy Capital, Llc Dba Ivy & Co.
  South Glastonbury, CT

Previous Registrations

• 2022-09-07 → 2024-01-08
  Citizens Securities, Inc.
  Holyoke, MA
  Springfield, MA
  Holyoke, MA
  Springfield, MA
  Hudson, MA
  Feeding Hills, MA
  Ludlow, MA
  East Springfield, MA
  Greenfield, MA
  Hudson, NH
  Hudson, MA
  Johnston, RI
• 2020-02-12 → 2022-02-15
  Commonwealth Financial Network
  Glastonbury, CT

Other Businesses

Kyle Langevin, Sole Proprietor; Investment related; South Glastonbury CT; Insurance sales and service; Insurance Agent; 06/2021; 16 hrs./month; 16hrs./month during trading; Sales and service of insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2020-01-31

Designations

• Certified Financial Planner

Other Names

• Kyle Langevin
• Kyle George Langevin