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Inactive

Kyle Neil Gauthier

Edelman Financial Engines

Fairfax , VA

Westford , MA

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-20
VA RA APPROVED 2026-08-20
  • TX RA
    APPROVED
    Since 2026-08-20
  • VA RA
    APPROVED
    Since 2026-08-20

Branch Locations

4000 Legato Road 8Th Floor, Fairfax , VA 22033 • United States

Westford , MA • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Malone Fence Company Salem MA 09/2015 12/2016
San Diego Padres Peoria AZ 06/2016 03/2017
Citizens Bank Boston MA 09/2017 10/2019
Citizens Securities, Inc Boston MA 09/2017 10/2019
Unemployed Lynn, Ma MA 03/2017 09/2017
Charles Schwab & Co., Inc. Chestnut Hill MA 10/2019 08/2026
Charles Schwab Bank, Ssb Chestnut Hill MA 10/2019 08/2026
Edelman Financial Engines Santa Clara CA 08/2026 Present
  • 09/2015 → 12/2016
    Malone Fence Company
    Salem, MA
  • 06/2016 → 03/2017
    San Diego Padres
    Peoria, AZ
  • 09/2017 → 10/2019
    Citizens Bank
    Boston, MA
  • 09/2017 → 10/2019
    Citizens Securities, Inc
    Boston, MA
  • 03/2017 → 09/2017
    Unemployed
    Lynn, Ma, MA
  • 10/2019 → 08/2026
    Charles Schwab & Co., Inc.
    Chestnut Hill, MA
  • 10/2019 → 08/2026
    Charles Schwab Bank, Ssb
    Chestnut Hill, MA
  • 08/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2019-11-08 → 2026-08-19
    Charles Schwab & Co., Inc.
    Chestnut Hill, MA
    Burlington, MA
    Chestnut Hill, MA
    Chestnut Hill, MA
    Framingham, MA
    Framingham, MA
    Chestnut Hill, MA
  • 2019-02-07 → 2019-10-29
    Citizens Securities, Inc.
    Boston, MA
    Burlington, MA
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-06
S63 Uniform Securities Agent State Law Examination 2018-02-20
  • S65 Uniform Investment Adviser Law Examination
    2019-02-06
  • S63 Uniform Securities Agent State Law Examination
    2018-02-20
Designations
Other Names
  • Kyle Gauthier

View on SEC IAPD

Other Firms

ARKADIOS WEALTH ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
PALLADIUM WEALTH MANAGEMENT, LLC
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
COMMONWEALTH ASSET MANAGEMENT GROUP LLC
EQUITY SERVICES, INC.
EAGLE STRATEGIES LLC

Other Investors

MICHAEL HUSTON TORREY
Patrizia Francesca Adriazola
Stephen Little
TANZIMA ASHRAFI
KAREN MAN TSANG
Andrew William Crowe
MICHAEL JOSEPH MCLENIGAN
ROBERT ESTEL COPELAND

Other Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA
PALLADIUM WEALTH MANAGEMENT, LLC · BURKE, VA
PROFESSIONAL FINANCIAL SOLUTIONS, LLC · FAIRFAX, VA
COMMONWEALTH ASSET MANAGEMENT GROUP LLC · FAIRFAX, VA
EQUITY SERVICES, INC. · FAIRFAX, VA
EAGLE STRATEGIES LLC · BURKE, VA

More in Fairfax, VA

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