Kyle William Marsh

$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
CA	RA	APPROVED	2026-01-20
TX	RA	APPROVED	2024-01-16
MN	RA	APPROVED	2023-10-27

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	West Saint Paul	MN	07/2022	Present
P.F. Chang's China Bistro	Maple Grove	MN	05/2022	07/2022
Mccoy's Public House	St. Louis Park	MN	03/2018	03/2022
Convention Grill	Minneapolis	MN	09/2017	03/2018
Unemployed	Minneapolis	MN	01/2000	09/2017
University Of Wisconsin La Crosse	Wisconsin	MO	11/2020	01/2021
University Of Wisconsin Lacrosse	Wisconsin	MO	08/2018	05/2022
Bank Of America, N.A.	Wayzata	MN	08/2025	Present

07/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

West Saint Paul, MN
05/2022 → 07/2022

P.F. Chang's China Bistro

Maple Grove, MN
03/2018 → 03/2022

Mccoy's Public House

St. Louis Park, MN
09/2017 → 03/2018

Convention Grill

Minneapolis, MN
01/2000 → 09/2017

Unemployed

Minneapolis, MN
11/2020 → 01/2021

University Of Wisconsin La Crosse

Wisconsin, MO
08/2018 → 05/2022

University Of Wisconsin Lacrosse

Wisconsin, MO
08/2025 → Present

Bank Of America, N.A.

Wayzata, MN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-26