Kyle Abbot

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:

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

Current Employers

Employment History

• 04/2013 → 08/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ocean, NJ
• 10/2019 → 09/2023
  Santander Securities, Llc
  Dorchester, MA
• 12/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2019-10-22 → 2023-09-05
  Santander Securities Llc
  Freehold, NJ
  Ocean, NJ
  Jackson, NJ
  Villanova, PA
  Boston, MA
  Freehold, NJ
  Conshohocken, PA
  Scotch Plains, NJ
• 2013-04-26 → 2019-08-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Ocean, NJ
  Howell, NJ
  Ocean, NJ
  Bradley Beach, NJ
  Ocean, NJ
• 2011-03-15 → 2011-10-19
  New England Securities
  Wall Township, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-12
• S63 Uniform Securities Agent State Law Examination
  2010-11-14

Other Names

• Kyle Abbot
• Kyle Robert Abbot
• Kyle R Abbot