Kyle Martin Fritz

Employer firm

Symphony Financial, Ltd. Co. CRD 171816

$1.35B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• MULTI FAMILY OFFICE SERVICES

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

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

Current Employers

Employment History

• 12/2016 → 08/2017
  Texas Am University
  Galveston, TX
• 03/2007 → 03/2017
  Student
  Galveston, TX
• 05/2017 → 01/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2017 → 07/2020
  Northwestern Mutual Investment Services Llc
  Houston, TX
• 07/2021 → 09/2021
  The Private Bank At Bank Of America
  Houston, TX
• 02/2019 → 07/2020
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2020 → 06/2021
  Three Chords Wealth Management Advisors
  Waltham, MA
• 09/2021 → 02/2024
  Sheets Smith Investment Management, Llc
  Houston, TX
• 02/2024 → Present
  Symphony Financial, Ltd. Co.
  Houston, TX
• 06/2020 → 06/2022
  Integrated Wealth Concepts Llc
  Houston, TX

Previous Registrations

• 2021-09-24 → 2024-02-21
  Sheets Smith Investment Management, Llc
  Houston, TX
• 2020-07-07 → 2021-06-30
  Integrated Wealth Concepts Llc
  Houston, TX
• 2019-07-24 → 2020-07-27
  Northwestern Mutual Investment Services, Llc
  Houston, TX
  Houston, TX
  Houston, TX

Other Businesses

No Business Name - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 08/01/2018 - 5 Hours Per Month During Securities Trading- Selling non-investment related life insurance products. Varsity Tutors- Not Investment Related- At Residential Address- Tutor- Started 08/2021- 20 Hours Per Month- Teaching exam material for series 65,6,63,7, SIE exams. Acropolis Capital Partners- Investment Related- 4295 San Felipe St, Suite 300, Houston, TX 77027- DBA for IRA business- Managing Partner- Started on 2/15/2024- 40 Hours a Week- IAR Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-06
• S63 Uniform Securities Agent State Law Examination
  2017-10-27

Other Names

• Kyle Fritz