Kyle James Hanselman

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 07/2009 → 10/2022
  Guardian Life Insurance Company Of America
  New York, NY
• 03/2010 → 07/2022
  Park Avenue Securities
  New York, NY
• 10/2022 → Present
  Raymond James Financial Services, Inc
  Saddle River, NJ
• 10/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Saddle River, NJ
• 10/2022 → Present
  Saddle River Financial Group
  Saddle River, NJ
• 11/2019 → Present
  Crossed Keys Estate
  Andover, NJ

Previous Registrations

• 2012-11-08 → 2022-07-19
  Park Avenue Securities Llc
  New York, NY

Other Businesses

(1)Name of Business: Crossed Keys Estate Address: 289 Pequest Rd, Andover, NJ, 07821, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Wedding sales and operations. (2)Name of Business: Saddle River Financial Group Address: 65 E Allendale Rd, Saddle River, NJ, 07458-2927, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Marketing

Exams

• S66 Uniform Combined State Law Examination
  2012-05-24

Designations

• Certified Financial Planner