Kyle Brian Vitale

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-23
NJ	RA	APPROVED	2004-06-05

TX RA
APPROVED

Since 2026-03-23
NJ RA
APPROVED

Since 2004-06-05

Branch Locations

Highlands, NJ • 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

Organization	City	State	From	To
Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)	Highlands	NJ	05/2004	Present

05/2004 → Present

Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)

Highlands, NJ

Previous Registrations

2002-06-21 → 2004-06-16

Ws Griffith Securities, Inc.

Warren, NJ

Other Businesses

1) 10/28/2004 - VITALE FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2) 09/08/2023 - Acting in a Fiduciary Capacity - Not Investment Related - At Reported Business Location(s) - Start Date 09/15/2023 - 4 Hours Per Month/ During Trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-07-11

S63 Uniform Securities Agent State Law Examination

2001-07-11

View on SEC IAPD