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Kyle Piechucki

Edward Jones

Plainview, NY

CRD 2544255

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-02-27
  • NY RA
    APPROVED
    Since 2023-02-27

Branch Locations

255 Executive Dr Suite 403, Plainview, NY 11803-1718 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 01/2023 Present
Forfini Llc Oyster Bay NY 05/2012 08/2022
N/A Oyster Bay NY 10/2022 12/2022
  • 01/2023 → Present
    St Louis, MO
  • 05/2012 → 08/2022
    Forfini Llc
    Oyster Bay, NY
  • 10/2022 → 12/2022
    N/A
    Oyster Bay, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-23
S63 Uniform Securities Agent State Law Examination 1994-11-14
  • S66 Uniform Combined State Law Examination
    2023-02-23
  • S63 Uniform Securities Agent State Law Examination
    1994-11-14
Other Names
  • Kyle Blake
  • Kyle C Piechucki
  • Kyle Piechucki
  • Kyle Cherokee Piechucki

View on SEC IAPD

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