Kyle T Schnell

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY 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

• 08/2014 → 06/2019
  Ridgewood High School
  Ridgewood, NJ
• 08/2019 → 05/2023
  Elon University
  Elon, NC
• 08/2023 → 01/2024
  Total Quality Logistics
  Daniel Island, SC
• 01/2024 → Present
  Sheehan Wealth Partners
  Daniel Island, SC
• 05/2023 → 08/2023
  Unemployed
  Daniel Island, SC
• 01/2024 → Present
  Lpl Financial Llc
  Daniel Island, SC

Other Businesses

1-11/2024 / Sheehan Wealth Management / DBA for LPL Business (entity for LPL business) / INV RLTD / 140 HRS MNTH / 7 HRS DURING TRADING / START 01/22/2024

Exams

• S66 Uniform Combined State Law Examination
  2025-03-13